HSWYX vs. DFIV
Compare and contrast key facts about Hartford Schroders International Stock Fund Class Y (HSWYX) and Dimensional International Value ETF (DFIV).
HSWYX is managed by Hartford Mutual Funds. It was launched on Oct 24, 2016. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSWYX or DFIV.
Correlation
The correlation between HSWYX and DFIV is 0.85, 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
HSWYX vs. DFIV - Performance Comparison
Key characteristics
HSWYX:
1.23
DFIV:
1.57
HSWYX:
1.76
DFIV:
2.10
HSWYX:
1.21
DFIV:
1.27
HSWYX:
1.82
DFIV:
2.41
HSWYX:
4.64
DFIV:
6.17
HSWYX:
3.36%
DFIV:
3.23%
HSWYX:
12.68%
DFIV:
12.72%
HSWYX:
-33.64%
DFIV:
-25.42%
HSWYX:
-0.10%
DFIV:
0.00%
Returns By Period
In the year-to-date period, HSWYX achieves a 8.08% return, which is significantly lower than DFIV's 8.57% return.
HSWYX
8.08%
7.60%
4.46%
13.78%
8.72%
N/A
DFIV
8.57%
6.82%
5.98%
17.27%
N/A
N/A
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HSWYX vs. DFIV - Expense Ratio Comparison
HSWYX has a 0.82% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
HSWYX vs. DFIV — Risk-Adjusted Performance Rank
HSWYX
DFIV
HSWYX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class Y (HSWYX) and Dimensional International Value ETF (DFIV). 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
HSWYX vs. DFIV - Dividend Comparison
HSWYX's dividend yield for the trailing twelve months is around 1.26%, less than DFIV's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSWYX Hartford Schroders International Stock Fund Class Y | 1.26% | 1.36% | 1.23% | 1.37% | 1.16% | 0.32% | 1.09% | 1.63% | 1.25% | 1.79% |
DFIV Dimensional International Value ETF | 3.57% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HSWYX vs. DFIV - Drawdown Comparison
The maximum HSWYX drawdown since its inception was -33.64%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for HSWYX and DFIV. For additional features, visit the drawdowns tool.
Volatility
HSWYX vs. DFIV - Volatility Comparison
The current volatility for Hartford Schroders International Stock Fund Class Y (HSWYX) is 3.46%, while Dimensional International Value ETF (DFIV) has a volatility of 3.69%. This indicates that HSWYX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.