OAKEX vs. HSCZ
Compare and contrast key facts about Oakmark International Small Cap Fund (OAKEX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ).
OAKEX is managed by Oakmark. It was launched on Oct 31, 1995. 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: OAKEX or HSCZ.
Correlation
The correlation between OAKEX and HSCZ is 0.69, 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.
Performance
OAKEX vs. HSCZ - Performance Comparison
Key characteristics
OAKEX:
0.10
HSCZ:
1.17
OAKEX:
0.23
HSCZ:
1.59
OAKEX:
1.03
HSCZ:
1.22
OAKEX:
0.08
HSCZ:
1.37
OAKEX:
0.21
HSCZ:
6.38
OAKEX:
6.78%
HSCZ:
2.12%
OAKEX:
14.49%
HSCZ:
11.61%
OAKEX:
-75.75%
HSCZ:
-34.89%
OAKEX:
-7.60%
HSCZ:
-1.04%
Returns By Period
In the year-to-date period, OAKEX achieves a 8.74% return, which is significantly higher than HSCZ's 2.53% return.
OAKEX
8.74%
6.01%
-4.25%
1.71%
6.46%
3.58%
HSCZ
2.53%
1.42%
5.86%
13.59%
8.45%
N/A
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OAKEX vs. HSCZ - Expense Ratio Comparison
OAKEX has a 1.34% expense ratio, which is higher than HSCZ's 0.43% expense ratio.
Risk-Adjusted Performance
OAKEX vs. HSCZ — Risk-Adjusted Performance Rank
OAKEX
HSCZ
OAKEX vs. HSCZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Small Cap Fund (OAKEX) 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.
Dividends
OAKEX vs. HSCZ - Dividend Comparison
OAKEX's dividend yield for the trailing twelve months is around 1.99%, less than HSCZ's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKEX Oakmark International Small Cap Fund | 1.99% | 2.17% | 1.83% | 1.34% | 1.61% | 1.87% | 0.21% | 1.58% | 0.81% | 2.47% | 2.54% | 1.74% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.18% | 3.26% | 2.98% | 26.91% | 2.90% | 1.46% | 4.51% | 6.15% | 2.52% | 2.57% | 1.75% | 0.00% |
Drawdowns
OAKEX vs. HSCZ - Drawdown Comparison
The maximum OAKEX drawdown since its inception was -75.75%, which is greater than HSCZ's maximum drawdown of -34.89%. Use the drawdown chart below to compare losses from any high point for OAKEX and HSCZ. For additional features, visit the drawdowns tool.
Volatility
OAKEX vs. HSCZ - Volatility Comparison
Oakmark International Small Cap Fund (OAKEX) has a higher volatility of 4.06% compared to iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) at 2.40%. This indicates that OAKEX's price experiences larger fluctuations and is considered to be riskier than HSCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.