SCIEX vs. DFIV
Compare and contrast key facts about Hartford Schroders International Stock Fund Class I (SCIEX) and Dimensional International Value ETF (DFIV).
SCIEX is managed by Hartford. It was launched on Dec 19, 1985. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCIEX or DFIV.
Correlation
The correlation between SCIEX and DFIV is 0.67, 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
SCIEX vs. DFIV - Performance Comparison
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Key characteristics
SCIEX:
0.89
DFIV:
0.93
SCIEX:
1.25
DFIV:
1.22
SCIEX:
1.16
DFIV:
1.17
SCIEX:
1.02
DFIV:
0.98
SCIEX:
3.64
DFIV:
3.80
SCIEX:
3.81%
DFIV:
3.78%
SCIEX:
16.62%
DFIV:
17.41%
SCIEX:
-76.48%
DFIV:
-25.42%
SCIEX:
-0.39%
DFIV:
-0.57%
Returns By Period
In the year-to-date period, SCIEX achieves a 14.97% return, which is significantly lower than DFIV's 18.29% return.
SCIEX
14.97%
9.92%
15.01%
14.75%
12.05%
12.97%
7.54%
DFIV
18.29%
6.47%
16.29%
15.97%
13.14%
N/A
N/A
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SCIEX vs. DFIV - Expense Ratio Comparison
SCIEX has a 0.79% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
SCIEX vs. DFIV — Risk-Adjusted Performance Rank
SCIEX
DFIV
SCIEX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class I (SCIEX) and Dimensional International Value ETF (DFIV). 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
SCIEX vs. DFIV - Dividend Comparison
SCIEX's dividend yield for the trailing twelve months is around 1.22%, less than DFIV's 3.43% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCIEX Hartford Schroders International Stock Fund Class I | 1.22% | 1.40% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% | 2.68% |
DFIV Dimensional International Value ETF | 3.43% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCIEX vs. DFIV - Drawdown Comparison
The maximum SCIEX drawdown since its inception was -76.48%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for SCIEX and DFIV. For additional features, visit the drawdowns tool.
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Volatility
SCIEX vs. DFIV - Volatility Comparison
Hartford Schroders International Stock Fund Class I (SCIEX) has a higher volatility of 2.91% compared to Dimensional International Value ETF (DFIV) at 2.60%. This indicates that SCIEX's price experiences larger fluctuations and is considered to be riskier than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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