HDVYX vs. SCHD
Compare and contrast key facts about Hartford International Equity Fund (HDVYX) and Schwab US Dividend Equity ETF (SCHD).
HDVYX is managed by Hartford. It was launched on Jun 30, 2008. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDVYX or SCHD.
Correlation
The correlation between HDVYX and SCHD is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HDVYX vs. SCHD - Performance Comparison
Key characteristics
HDVYX:
1.03
SCHD:
1.27
HDVYX:
1.51
SCHD:
1.87
HDVYX:
1.18
SCHD:
1.22
HDVYX:
1.25
SCHD:
1.82
HDVYX:
3.22
SCHD:
4.66
HDVYX:
3.74%
SCHD:
3.11%
HDVYX:
11.69%
SCHD:
11.39%
HDVYX:
-55.40%
SCHD:
-33.37%
HDVYX:
-0.88%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, HDVYX achieves a 7.92% return, which is significantly higher than SCHD's 3.66% return. Over the past 10 years, HDVYX has underperformed SCHD with an annualized return of 4.96%, while SCHD has yielded a comparatively higher 11.25% annualized return.
HDVYX
7.92%
4.95%
3.70%
11.47%
5.68%
4.96%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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HDVYX vs. SCHD - Expense Ratio Comparison
HDVYX has a 0.63% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HDVYX vs. SCHD — Risk-Adjusted Performance Rank
HDVYX
SCHD
HDVYX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Equity Fund (HDVYX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HDVYX vs. SCHD - Dividend Comparison
HDVYX's dividend yield for the trailing twelve months is around 2.11%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDVYX Hartford International Equity Fund | 2.11% | 2.28% | 2.32% | 3.04% | 2.32% | 1.29% | 2.52% | 0.43% | 1.88% | 2.23% | 1.62% | 1.31% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HDVYX vs. SCHD - Drawdown Comparison
The maximum HDVYX drawdown since its inception was -55.40%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HDVYX and SCHD. For additional features, visit the drawdowns tool.
Volatility
HDVYX vs. SCHD - Volatility Comparison
The current volatility for Hartford International Equity Fund (HDVYX) is 3.10%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that HDVYX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.