SEMNX vs. IEMG
Compare and contrast key facts about Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) and iShares Core MSCI Emerging Markets ETF (IEMG).
SEMNX is managed by Hartford. IEMG is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Investable Market Index. It was launched on Oct 18, 2012.
Performance
SEMNX vs. IEMG - Performance Comparison
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SEMNX vs. IEMG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 3.88% | 40.36% | 7.56% | 8.80% | -22.30% | -5.11% | 23.58% | 22.12% | -15.57% | 40.87% |
IEMG iShares Core MSCI Emerging Markets ETF | 4.55% | 32.56% | 6.50% | 11.52% | -19.98% | -0.64% | 17.87% | 17.81% | -14.92% | 37.38% |
Returns By Period
In the year-to-date period, SEMNX achieves a 3.88% return, which is significantly lower than IEMG's 4.55% return. Over the past 10 years, SEMNX has outperformed IEMG with an annualized return of 9.33%, while IEMG has yielded a comparatively lower 8.31% annualized return.
SEMNX
- 1D
- 3.03%
- 1M
- -10.31%
- YTD
- 3.88%
- 6M
- 9.28%
- 1Y
- 41.21%
- 3Y*
- 17.53%
- 5Y*
- 3.71%
- 10Y*
- 9.33%
IEMG
- 1D
- 0.76%
- 1M
- -6.83%
- YTD
- 4.55%
- 6M
- 7.62%
- 1Y
- 33.51%
- 3Y*
- 16.36%
- 5Y*
- 4.53%
- 10Y*
- 8.31%
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SEMNX vs. IEMG - Expense Ratio Comparison
SEMNX has a 1.23% expense ratio, which is higher than IEMG's 0.09% expense ratio.
Return for Risk
SEMNX vs. IEMG — Risk / Return Rank
SEMNX
IEMG
SEMNX vs. IEMG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) and iShares Core MSCI Emerging Markets ETF (IEMG). 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.
| SEMNX | IEMG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 1.70 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.73 | 2.30 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.34 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 2.58 | +0.20 |
Martin ratioReturn relative to average drawdown | 11.39 | 9.84 | +1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SEMNX | IEMG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 1.70 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.25 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.42 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.28 | -0.03 |
Correlation
The correlation between SEMNX and IEMG is 0.92, 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.
Dividends
SEMNX vs. IEMG - Dividend Comparison
SEMNX's dividend yield for the trailing twelve months is around 1.52%, less than IEMG's 2.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 1.52% | 1.58% | 1.16% | 1.33% | 1.86% | 1.21% | 0.77% | 2.17% | 1.22% | 0.82% | 0.94% | 0.94% |
IEMG iShares Core MSCI Emerging Markets ETF | 2.63% | 2.75% | 3.20% | 2.89% | 2.71% | 3.06% | 1.87% | 3.15% | 2.76% | 2.35% | 2.28% | 2.53% |
Drawdowns
SEMNX vs. IEMG - Drawdown Comparison
The maximum SEMNX drawdown since its inception was -65.10%, which is greater than IEMG's maximum drawdown of -38.71%. Use the drawdown chart below to compare losses from any high point for SEMNX and IEMG.
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Drawdown Indicators
| SEMNX | IEMG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.10% | -38.71% | -26.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.80% | -13.21% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -39.74% | -35.93% | -3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -42.47% | -38.71% | -3.76% |
Current DrawdownCurrent decline from peak | -12.22% | -9.40% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -17.39% | -13.11% | -4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 3.46% | +0.16% |
Volatility
SEMNX vs. IEMG - Volatility Comparison
Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a higher volatility of 10.25% compared to iShares Core MSCI Emerging Markets ETF (IEMG) at 9.35%. This indicates that SEMNX's price experiences larger fluctuations and is considered to be riskier than IEMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEMNX | IEMG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.25% | 9.35% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 15.23% | 14.68% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.54% | 19.79% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 17.91% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 19.84% | -1.47% |