HNCYX vs. SCHG
Compare and contrast key facts about Hartford International Growth Fund (HNCYX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
HNCYX is managed by Hartford. It was launched on Apr 29, 2001. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNCYX or SCHG.
Key characteristics
| HNCYX | SCHG | |
|---|---|---|
| YTD Return | 7.83% | 22.17% |
| 1Y Return | 16.58% | 34.88% |
| 3Y Return (Ann) | -4.25% | 9.95% |
| 5Y Return (Ann) | 5.20% | 19.68% |
| 10Y Return (Ann) | 4.92% | 15.99% |
| Sharpe Ratio | 1.10 | 2.00 |
| Daily Std Dev | 15.17% | 17.31% |
| Max Drawdown | -68.17% | -34.59% |
| Current Drawdown | -14.17% | -4.31% |
Correlation
The correlation between HNCYX and SCHG is 0.79, 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
HNCYX vs. SCHG - Performance Comparison
In the year-to-date period, HNCYX achieves a 7.83% return, which is significantly lower than SCHG's 22.17% return. Over the past 10 years, HNCYX has underperformed SCHG with an annualized return of 4.92%, while SCHG has yielded a comparatively higher 15.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HNCYX vs. SCHG - Expense Ratio Comparison
HNCYX has a 0.95% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
HNCYX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Growth Fund (HNCYX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
HNCYX vs. SCHG - Dividend Comparison
HNCYX's dividend yield for the trailing twelve months is around 0.71%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNCYX Hartford International Growth Fund | 0.71% | 0.76% | 1.07% | 0.83% | 3.27% | 0.85% | 8.81% | 0.81% | 1.57% | 1.11% | 0.75% | 1.15% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.33% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
Drawdowns
HNCYX vs. SCHG - Drawdown Comparison
The maximum HNCYX drawdown since its inception was -68.17%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for HNCYX and SCHG. For additional features, visit the drawdowns tool.
Volatility
HNCYX vs. SCHG - Volatility Comparison
The current volatility for Hartford International Growth Fund (HNCYX) is 5.01%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.46%. This indicates that HNCYX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.