RODM vs. NSRIX
Compare and contrast key facts about Hartford Multifactor Developed Markets (ex-US) ETF (RODM) and Northern Global Sustainability Index Fund (NSRIX).
RODM is a passively managed fund by The Hartford that tracks the performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index. It was launched on Feb 25, 2015. NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RODM or NSRIX.
Correlation
The correlation between RODM and NSRIX 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
RODM vs. NSRIX - Performance Comparison
Key characteristics
RODM:
1.42
NSRIX:
0.17
RODM:
1.98
NSRIX:
0.37
RODM:
1.29
NSRIX:
1.05
RODM:
1.87
NSRIX:
0.16
RODM:
6.75
NSRIX:
0.55
RODM:
2.93%
NSRIX:
5.90%
RODM:
14.00%
NSRIX:
18.62%
RODM:
-35.98%
NSRIX:
-55.34%
RODM:
-0.22%
NSRIX:
-11.19%
Returns By Period
In the year-to-date period, RODM achieves a 11.75% return, which is significantly higher than NSRIX's -3.40% return. Over the past 10 years, RODM has underperformed NSRIX with an annualized return of 5.70%, while NSRIX has yielded a comparatively higher 7.49% annualized return.
RODM
11.75%
1.93%
9.68%
20.80%
11.25%
5.70%
NSRIX
-3.40%
-1.66%
-7.77%
3.56%
12.06%
7.49%
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RODM vs. NSRIX - Expense Ratio Comparison
Both RODM and NSRIX have an expense ratio of 0.29%.
Risk-Adjusted Performance
RODM vs. NSRIX — Risk-Adjusted Performance Rank
RODM
NSRIX
RODM vs. NSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Developed Markets (ex-US) ETF (RODM) and Northern Global Sustainability Index Fund (NSRIX). 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
RODM vs. NSRIX - Dividend Comparison
RODM's dividend yield for the trailing twelve months is around 3.66%, less than NSRIX's 5.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RODM Hartford Multifactor Developed Markets (ex-US) ETF | 3.66% | 4.09% | 4.43% | 3.81% | 4.40% | 2.82% | 2.82% | 2.03% | 2.24% | 3.19% | 2.60% | 0.00% |
NSRIX Northern Global Sustainability Index Fund | 5.74% | 5.55% | 1.57% | 1.90% | 5.26% | 1.62% | 2.70% | 3.46% | 3.14% | 3.46% | 3.79% | 2.22% |
Drawdowns
RODM vs. NSRIX - Drawdown Comparison
The maximum RODM drawdown since its inception was -35.98%, smaller than the maximum NSRIX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for RODM and NSRIX. For additional features, visit the drawdowns tool.
Volatility
RODM vs. NSRIX - Volatility Comparison
The current volatility for Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is 9.06%, while Northern Global Sustainability Index Fund (NSRIX) has a volatility of 12.23%. This indicates that RODM experiences smaller price fluctuations and is considered to be less risky than NSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.