Correlation
The correlation between HIEMX and SCHD is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
HIEMX vs. SCHD
Compare and contrast key facts about Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) and Schwab US Dividend Equity ETF (SCHD).
HIEMX is managed by Virtus. It was launched on Oct 19, 1997. 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: HIEMX or SCHD.
Performance
HIEMX vs. SCHD - Performance Comparison
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Key characteristics
HIEMX:
0.86
SCHD:
0.42
HIEMX:
1.18
SCHD:
0.49
HIEMX:
1.15
SCHD:
1.07
HIEMX:
0.27
SCHD:
0.28
HIEMX:
1.83
SCHD:
0.84
HIEMX:
6.40%
SCHD:
5.32%
HIEMX:
15.30%
SCHD:
16.46%
HIEMX:
-58.48%
SCHD:
-33.37%
HIEMX:
-32.56%
SCHD:
-9.68%
Returns By Period
In the year-to-date period, HIEMX achieves a 13.92% return, which is significantly higher than SCHD's -3.27% return. Over the past 10 years, HIEMX has underperformed SCHD with an annualized return of 0.89%, while SCHD has yielded a comparatively higher 10.57% annualized return.
HIEMX
13.92%
6.16%
9.16%
12.97%
-1.24%
0.92%
0.89%
SCHD
-3.27%
1.16%
-9.40%
6.77%
3.50%
12.24%
10.57%
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HIEMX vs. SCHD - Expense Ratio Comparison
HIEMX has a 1.24% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HIEMX vs. SCHD — Risk-Adjusted Performance Rank
HIEMX
SCHD
HIEMX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) 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.
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Dividends
HIEMX vs. SCHD - Dividend Comparison
HIEMX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 23.25% | 0.62% | 2.06% | 3.84% | 0.70% | 0.44% | 0.94% | 1.95% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HIEMX vs. SCHD - Drawdown Comparison
The maximum HIEMX drawdown since its inception was -58.48%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HIEMX and SCHD.
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Volatility
HIEMX vs. SCHD - Volatility Comparison
The current volatility for Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) is 3.15%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.91%. This indicates that HIEMX 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.
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