ISCAX vs. HSCZ
Compare and contrast key facts about Federated Hermes International Small-Mid Company Fund (ISCAX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ).
ISCAX is managed by Federated. It was launched on Feb 27, 1996. HSCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small-Cap 100% Hedged to USD Index. It was launched on Jun 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISCAX or HSCZ.
Correlation
The correlation between ISCAX and HSCZ 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.
Performance
ISCAX vs. HSCZ - Performance Comparison
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Key characteristics
ISCAX:
1.05
HSCZ:
0.60
ISCAX:
1.54
HSCZ:
0.90
ISCAX:
1.21
HSCZ:
1.13
ISCAX:
0.54
HSCZ:
0.72
ISCAX:
4.88
HSCZ:
3.10
ISCAX:
3.67%
HSCZ:
2.96%
ISCAX:
16.21%
HSCZ:
15.80%
ISCAX:
-71.36%
HSCZ:
-34.89%
ISCAX:
-16.14%
HSCZ:
0.00%
Returns By Period
In the year-to-date period, ISCAX achieves a 18.84% return, which is significantly higher than HSCZ's 6.62% return.
ISCAX
18.84%
9.08%
19.73%
16.76%
8.54%
1.29%
HSCZ
6.62%
9.26%
8.90%
9.12%
13.29%
N/A
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ISCAX vs. HSCZ - Expense Ratio Comparison
ISCAX has a 1.24% expense ratio, which is higher than HSCZ's 0.43% expense ratio.
Risk-Adjusted Performance
ISCAX vs. HSCZ — Risk-Adjusted Performance Rank
ISCAX
HSCZ
ISCAX vs. HSCZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes International Small-Mid Company Fund (ISCAX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ). 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
ISCAX vs. HSCZ - Dividend Comparison
ISCAX's dividend yield for the trailing twelve months is around 1.48%, less than HSCZ's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ISCAX Federated Hermes International Small-Mid Company Fund | 1.48% | 1.76% | 0.84% | 0.80% | 0.39% | 0.00% | 0.20% | 1.16% | 0.00% | 0.00% | 0.45% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.06% | 3.26% | 2.98% | 26.91% | 2.90% | 1.46% | 4.51% | 6.15% | 2.52% | 2.57% | 1.75% |
Drawdowns
ISCAX vs. HSCZ - Drawdown Comparison
The maximum ISCAX drawdown since its inception was -71.36%, which is greater than HSCZ's maximum drawdown of -34.89%. Use the drawdown chart below to compare losses from any high point for ISCAX and HSCZ. For additional features, visit the drawdowns tool.
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Volatility
ISCAX vs. HSCZ - Volatility Comparison
The current volatility for Federated Hermes International Small-Mid Company Fund (ISCAX) is 2.16%, while iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) has a volatility of 3.31%. This indicates that ISCAX experiences smaller price fluctuations and is considered to be less risky than HSCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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