Correlation
The correlation between HILYX and IEFA is 0.71, 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.
HILYX vs. IEFA
Compare and contrast key facts about Hartford International Value Fund (HILYX) and iShares Core MSCI EAFE ETF (IEFA).
HILYX is managed by Hartford. It was launched on May 27, 2010. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HILYX or IEFA.
Performance
HILYX vs. IEFA - Performance Comparison
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Key characteristics
HILYX:
1.18
IEFA:
0.81
HILYX:
1.58
IEFA:
1.18
HILYX:
1.22
IEFA:
1.16
HILYX:
1.26
IEFA:
0.97
HILYX:
3.93
IEFA:
2.84
HILYX:
4.49%
IEFA:
4.70%
HILYX:
15.73%
IEFA:
17.55%
HILYX:
-48.28%
IEFA:
-34.79%
HILYX:
0.00%
IEFA:
-0.60%
Returns By Period
In the year-to-date period, HILYX achieves a 22.31% return, which is significantly higher than IEFA's 17.47% return. Over the past 10 years, HILYX has outperformed IEFA with an annualized return of 7.53%, while IEFA has yielded a comparatively lower 6.10% annualized return.
HILYX
22.31%
5.21%
19.42%
18.38%
14.59%
17.55%
7.53%
IEFA
17.47%
4.89%
13.86%
14.15%
11.16%
11.27%
6.10%
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HILYX vs. IEFA - Expense Ratio Comparison
HILYX has a 0.91% expense ratio, which is higher than IEFA's 0.07% expense ratio.
Risk-Adjusted Performance
HILYX vs. IEFA — Risk-Adjusted Performance Rank
HILYX
IEFA
HILYX vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund (HILYX) and iShares Core MSCI EAFE ETF (IEFA). 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
HILYX vs. IEFA - Dividend Comparison
HILYX's dividend yield for the trailing twelve months is around 2.73%, less than IEFA's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILYX Hartford International Value Fund | 2.73% | 3.34% | 2.67% | 2.84% | 3.22% | 2.08% | 3.05% | 8.24% | 6.97% | 5.23% | 3.55% | 0.76% |
IEFA iShares Core MSCI EAFE ETF | 2.96% | 3.47% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% |
Drawdowns
HILYX vs. IEFA - Drawdown Comparison
The maximum HILYX drawdown since its inception was -48.28%, which is greater than IEFA's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for HILYX and IEFA.
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Volatility
HILYX vs. IEFA - Volatility Comparison
The current volatility for Hartford International Value Fund (HILYX) is 2.57%, while iShares Core MSCI EAFE ETF (IEFA) has a volatility of 3.15%. This indicates that HILYX experiences smaller price fluctuations and is considered to be less risky than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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