SEMVX vs. IEMG
Compare and contrast key facts about Hartford Schroders Emerging Mkts Eq A (SEMVX) and iShares Core MSCI Emerging Markets ETF (IEMG).
SEMVX is managed by Hartford. It was launched on Oct 24, 2016. 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
SEMVX vs. IEMG - Performance Comparison
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SEMVX vs. IEMG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEMVX Hartford Schroders Emerging Mkts Eq A | 0.74% | 39.88% | 7.36% | 8.61% | -22.55% | -5.37% | 23.24% | 21.85% | -15.78% | 40.54% |
IEMG iShares Core MSCI Emerging Markets ETF | 3.76% | 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, SEMVX achieves a 0.74% return, which is significantly lower than IEMG's 3.76% return. Over the past 10 years, SEMVX has outperformed IEMG with an annualized return of 8.72%, while IEMG has yielded a comparatively lower 8.23% annualized return.
SEMVX
- 1D
- -1.15%
- 1M
- -13.65%
- YTD
- 0.74%
- 6M
- 6.58%
- 1Y
- 37.37%
- 3Y*
- 16.08%
- 5Y*
- 3.07%
- 10Y*
- 8.72%
IEMG
- 1D
- 3.61%
- 1M
- -9.13%
- YTD
- 3.76%
- 6M
- 7.65%
- 1Y
- 33.09%
- 3Y*
- 16.07%
- 5Y*
- 4.37%
- 10Y*
- 8.23%
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SEMVX vs. IEMG - Expense Ratio Comparison
SEMVX has a 1.46% expense ratio, which is higher than IEMG's 0.09% expense ratio.
Return for Risk
SEMVX vs. IEMG — Risk / Return Rank
SEMVX
IEMG
SEMVX vs. IEMG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Emerging Mkts Eq A (SEMVX) 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.
| SEMVX | IEMG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.68 | +0.23 |
Sortino ratioReturn per unit of downside risk | 2.44 | 2.27 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.34 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.48 | -0.18 |
Martin ratioReturn relative to average drawdown | 9.61 | 9.61 | +0.01 |
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
| SEMVX | IEMG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.68 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.25 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.42 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.28 | -0.05 |
Correlation
The correlation between SEMVX and IEMG is 0.91, 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
SEMVX vs. IEMG - Dividend Comparison
SEMVX's dividend yield for the trailing twelve months is around 0.89%, less than IEMG's 2.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMVX Hartford Schroders Emerging Mkts Eq A | 0.89% | 0.90% | 1.00% | 1.31% | 1.55% | 0.16% | 0.87% | 1.98% | 0.99% | 0.59% | 0.71% | 0.63% |
IEMG iShares Core MSCI Emerging Markets ETF | 2.65% | 2.75% | 3.20% | 2.89% | 2.71% | 3.06% | 1.87% | 3.15% | 2.76% | 2.35% | 2.28% | 2.53% |
Drawdowns
SEMVX vs. IEMG - Drawdown Comparison
The maximum SEMVX drawdown since its inception was -65.19%, which is greater than IEMG's maximum drawdown of -38.71%. Use the drawdown chart below to compare losses from any high point for SEMVX and IEMG.
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Drawdown Indicators
| SEMVX | IEMG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.19% | -38.71% | -26.48% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -13.21% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -40.02% | -35.93% | -4.09% |
Max Drawdown (10Y)Largest decline over 10 years | -42.77% | -38.71% | -4.06% |
Current DrawdownCurrent decline from peak | -14.82% | -10.08% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -17.91% | -13.11% | -4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.41% | +0.13% |
Volatility
SEMVX vs. IEMG - Volatility Comparison
The current volatility for Hartford Schroders Emerging Mkts Eq A (SEMVX) is 9.55%, while iShares Core MSCI Emerging Markets ETF (IEMG) has a volatility of 10.48%. This indicates that SEMVX experiences smaller price fluctuations and is considered to be less risky 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
| SEMVX | IEMG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.55% | 10.48% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 14.96% | 14.67% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 19.78% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.61% | 17.91% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 19.84% | -1.51% |