OBEMX vs. HAWX
Compare and contrast key facts about Oberweis Emerging Markets Fund (OBEMX) and iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX).
OBEMX is managed by Oberweis. It was launched on Apr 30, 2018. HAWX is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA 100% Hedged to USD. 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: OBEMX or HAWX.
Correlation
The correlation between OBEMX and HAWX is 0.70, 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
OBEMX vs. HAWX - Performance Comparison
Key characteristics
Returns By Period
OBEMX
N/A
N/A
N/A
N/A
N/A
N/A
HAWX
2.90%
3.06%
5.10%
17.25%
9.48%
N/A
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OBEMX vs. HAWX - Expense Ratio Comparison
OBEMX has a 1.75% expense ratio, which is higher than HAWX's 0.35% expense ratio.
Risk-Adjusted Performance
OBEMX vs. HAWX — Risk-Adjusted Performance Rank
OBEMX
HAWX
OBEMX vs. HAWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Emerging Markets Fund (OBEMX) and iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX). 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
OBEMX vs. HAWX - Dividend Comparison
OBEMX has not paid dividends to shareholders, while HAWX's dividend yield for the trailing twelve months is around 3.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
OBEMX Oberweis Emerging Markets Fund | 129.08% | 129.08% | 0.51% | 2.78% | 14.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF | 3.22% | 3.31% | 2.95% | 16.94% | 2.63% | 2.00% | 3.22% | 2.51% | 2.40% | 2.49% | 3.86% |
Drawdowns
OBEMX vs. HAWX - Drawdown Comparison
Volatility
OBEMX vs. HAWX - Volatility Comparison
The current volatility for Oberweis Emerging Markets Fund (OBEMX) is 0.00%, while iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX) has a volatility of 2.27%. This indicates that OBEMX experiences smaller price fluctuations and is considered to be less risky than HAWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.