Correlation
The correlation between OSMAX 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.
OSMAX vs. HSCZ
Compare and contrast key facts about Invesco International Small-Mid Company Fund (OSMAX) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ).
OSMAX is managed by Invesco. It was launched on Nov 16, 1997. 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: OSMAX or HSCZ.
Performance
OSMAX vs. HSCZ - Performance Comparison
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Key characteristics
OSMAX:
0.54
HSCZ:
0.67
OSMAX:
0.76
HSCZ:
1.00
OSMAX:
1.09
HSCZ:
1.14
OSMAX:
0.20
HSCZ:
0.82
OSMAX:
0.94
HSCZ:
3.53
OSMAX:
7.43%
HSCZ:
2.96%
OSMAX:
15.29%
HSCZ:
15.87%
OSMAX:
-78.32%
HSCZ:
-34.89%
OSMAX:
-21.59%
HSCZ:
-0.24%
Returns By Period
In the year-to-date period, OSMAX achieves a 13.12% return, which is significantly higher than HSCZ's 7.63% return.
OSMAX
13.12%
5.33%
7.87%
7.36%
3.24%
3.56%
6.26%
HSCZ
7.63%
5.33%
8.31%
9.63%
11.29%
12.34%
N/A
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OSMAX vs. HSCZ - Expense Ratio Comparison
OSMAX has a 1.33% expense ratio, which is higher than HSCZ's 0.43% expense ratio.
Risk-Adjusted Performance
OSMAX vs. HSCZ — Risk-Adjusted Performance Rank
OSMAX
HSCZ
OSMAX vs. HSCZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International Small-Mid Company Fund (OSMAX) 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
OSMAX vs. HSCZ - Dividend Comparison
OSMAX's dividend yield for the trailing twelve months is around 9.28%, more than HSCZ's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSMAX Invesco International Small-Mid Company Fund | 9.28% | 10.49% | 2.36% | 0.28% | 10.00% | 8.13% | 4.89% | 10.95% | 2.95% | 0.15% | 0.07% | 0.48% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.03% | 3.26% | 2.98% | 26.91% | 2.90% | 1.46% | 4.51% | 6.15% | 2.52% | 2.57% | 1.75% | 0.00% |
Drawdowns
OSMAX vs. HSCZ - Drawdown Comparison
The maximum OSMAX drawdown since its inception was -78.32%, which is greater than HSCZ's maximum drawdown of -34.89%. Use the drawdown chart below to compare losses from any high point for OSMAX and HSCZ.
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Volatility
OSMAX vs. HSCZ - Volatility Comparison
The current volatility for Invesco International Small-Mid Company Fund (OSMAX) is 3.18%, while iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) has a volatility of 3.40%. This indicates that OSMAX 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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