SCIEX vs. IEFA
Compare and contrast key facts about Hartford Schroders International Stock Fund Class I (SCIEX) and iShares Core MSCI EAFE ETF (IEFA).
SCIEX is managed by Hartford. It was launched on Dec 19, 1985. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCIEX or IEFA.
Correlation
The correlation between SCIEX and IEFA is 0.93, 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.
Performance
SCIEX vs. IEFA - Performance Comparison
Key characteristics
SCIEX:
0.78
IEFA:
0.42
SCIEX:
1.14
IEFA:
0.66
SCIEX:
1.14
IEFA:
1.08
SCIEX:
0.90
IEFA:
0.54
SCIEX:
3.47
IEFA:
1.54
SCIEX:
2.85%
IEFA:
3.49%
SCIEX:
12.72%
IEFA:
12.92%
SCIEX:
-76.48%
IEFA:
-34.79%
SCIEX:
-7.13%
IEFA:
-9.87%
Returns By Period
In the year-to-date period, SCIEX achieves a 7.21% return, which is significantly higher than IEFA's 2.66% return. Over the past 10 years, SCIEX has outperformed IEFA with an annualized return of 6.18%, while IEFA has yielded a comparatively lower 5.24% annualized return.
SCIEX
7.21%
0.28%
0.39%
8.38%
7.19%
6.18%
IEFA
2.66%
-1.34%
-1.83%
3.57%
4.50%
5.24%
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SCIEX vs. IEFA - Expense Ratio Comparison
SCIEX has a 0.79% expense ratio, which is higher than IEFA's 0.07% expense ratio.
Risk-Adjusted Performance
SCIEX vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class I (SCIEX) and iShares Core MSCI EAFE ETF (IEFA). 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
SCIEX vs. IEFA - Dividend Comparison
SCIEX's dividend yield for the trailing twelve months is around 1.18%, less than IEFA's 3.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCIEX Hartford Schroders International Stock Fund Class I | 1.18% | 1.27% | 1.37% | 1.17% | 0.32% | 1.23% | 1.61% | 1.19% | 1.77% | 1.24% | 2.68% | 1.19% |
IEFA iShares Core MSCI EAFE ETF | 3.49% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% | 2.16% |
Drawdowns
SCIEX vs. IEFA - Drawdown Comparison
The maximum SCIEX drawdown since its inception was -76.48%, which is greater than IEFA's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for SCIEX and IEFA. For additional features, visit the drawdowns tool.
Volatility
SCIEX vs. IEFA - Volatility Comparison
Hartford Schroders International Stock Fund Class I (SCIEX) and iShares Core MSCI EAFE ETF (IEFA) have volatilities of 3.37% and 3.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.