Correlation
The correlation between SEMVX and VTI 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.
SEMVX vs. VTI
Compare and contrast key facts about Hartford Schroders Emerging Mkts Eq A (SEMVX) and Vanguard Total Stock Market ETF (VTI).
SEMVX is managed by Hartford Mutual Funds. It was launched on Oct 24, 2016. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEMVX or VTI.
Performance
SEMVX vs. VTI - Performance Comparison
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Key characteristics
SEMVX:
0.56
VTI:
0.65
SEMVX:
0.77
VTI:
0.99
SEMVX:
1.10
VTI:
1.14
SEMVX:
0.27
VTI:
0.64
SEMVX:
1.44
VTI:
2.38
SEMVX:
5.82%
VTI:
5.16%
SEMVX:
17.83%
VTI:
20.39%
SEMVX:
-69.32%
VTI:
-55.45%
SEMVX:
-17.48%
VTI:
-3.95%
Returns By Period
In the year-to-date period, SEMVX achieves a 8.88% return, which is significantly higher than VTI's 0.46% return. Over the past 10 years, SEMVX has underperformed VTI with an annualized return of 4.27%, while VTI has yielded a comparatively higher 12.13% annualized return.
SEMVX
8.88%
6.20%
7.62%
9.88%
5.22%
5.99%
4.27%
VTI
0.46%
6.40%
-2.05%
13.21%
13.43%
15.25%
12.13%
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SEMVX vs. VTI - Expense Ratio Comparison
SEMVX has a 1.46% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
SEMVX vs. VTI — Risk-Adjusted Performance Rank
SEMVX
VTI
SEMVX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Emerging Mkts Eq A (SEMVX) and Vanguard Total Stock Market ETF (VTI). 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
SEMVX vs. VTI - Dividend Comparison
SEMVX's dividend yield for the trailing twelve months is around 0.91%, less than VTI's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMVX Hartford Schroders Emerging Mkts Eq A | 0.91% | 1.00% | 1.31% | 1.55% | 0.16% | 0.87% | 1.98% | 0.99% | 0.59% | 0.70% | 0.62% | 0.31% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SEMVX vs. VTI - Drawdown Comparison
The maximum SEMVX drawdown since its inception was -69.32%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SEMVX and VTI.
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Volatility
SEMVX vs. VTI - Volatility Comparison
The current volatility for Hartford Schroders Emerging Mkts Eq A (SEMVX) is 3.37%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.89%. This indicates that SEMVX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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