SFGIX vs. XCEM
Compare and contrast key facts about Seafarer Overseas Growth and Income Fund (SFGIX) and Columbia EM Core ex-China ETF (XCEM).
SFGIX is managed by Seafarer Funds. It was launched on Feb 14, 2012. XCEM is a passively managed fund by Ameriprise Financial that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Sep 2, 2015.
Performance
SFGIX vs. XCEM - Performance Comparison
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SFGIX vs. XCEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 1.49% | 32.47% | -5.52% | 13.80% | -12.75% | -2.39% | 22.17% | 23.04% | -18.14% | 25.99% |
XCEM Columbia EM Core ex-China ETF | 7.38% | 34.05% | 0.42% | 19.96% | -17.59% | 7.87% | 9.47% | 19.74% | -11.75% | 34.78% |
Returns By Period
In the year-to-date period, SFGIX achieves a 1.49% return, which is significantly lower than XCEM's 7.38% return. Over the past 10 years, SFGIX has underperformed XCEM with an annualized return of 6.65%, while XCEM has yielded a comparatively higher 10.01% annualized return.
SFGIX
- 1D
- -0.66%
- 1M
- -12.55%
- YTD
- 1.49%
- 6M
- 8.46%
- 1Y
- 29.83%
- 3Y*
- 11.60%
- 5Y*
- 3.62%
- 10Y*
- 6.65%
XCEM
- 1D
- 0.93%
- 1M
- -7.91%
- YTD
- 7.38%
- 6M
- 16.57%
- 1Y
- 43.07%
- 3Y*
- 17.87%
- 5Y*
- 7.54%
- 10Y*
- 10.01%
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SFGIX vs. XCEM - Expense Ratio Comparison
SFGIX has a 1.00% expense ratio, which is higher than XCEM's 0.16% expense ratio.
Return for Risk
SFGIX vs. XCEM — Risk / Return Rank
SFGIX
XCEM
SFGIX vs. XCEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Growth and Income Fund (SFGIX) and Columbia EM Core ex-China ETF (XCEM). 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.
| SFGIX | XCEM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 2.14 | -0.16 |
Sortino ratioReturn per unit of downside risk | 2.45 | 2.82 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.41 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 3.06 | -0.96 |
Martin ratioReturn relative to average drawdown | 8.53 | 12.61 | -4.08 |
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
| SFGIX | XCEM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 2.14 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.44 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.51 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.52 | -0.13 |
Correlation
The correlation between SFGIX and XCEM is 0.74, 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
SFGIX vs. XCEM - Dividend Comparison
SFGIX's dividend yield for the trailing twelve months is around 3.34%, more than XCEM's 3.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 3.34% | 3.39% | 3.28% | 1.70% | 1.90% | 8.82% | 2.24% | 2.49% | 8.74% | 2.95% | 0.93% | 1.30% |
XCEM Columbia EM Core ex-China ETF | 3.03% | 3.25% | 2.76% | 1.22% | 2.42% | 1.94% | 1.63% | 2.11% | 2.70% | 9.56% | 1.24% | 2.63% |
Drawdowns
SFGIX vs. XCEM - Drawdown Comparison
The maximum SFGIX drawdown since its inception was -35.64%, smaller than the maximum XCEM drawdown of -41.24%. Use the drawdown chart below to compare losses from any high point for SFGIX and XCEM.
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Drawdown Indicators
| SFGIX | XCEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.64% | -41.24% | +5.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -14.46% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -29.93% | -29.67% | -0.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -41.24% | +5.60% |
Current DrawdownCurrent decline from peak | -12.86% | -10.16% | -2.70% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -8.70% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.51% | -0.34% |
Volatility
SFGIX vs. XCEM - Volatility Comparison
The current volatility for Seafarer Overseas Growth and Income Fund (SFGIX) is 7.89%, while Columbia EM Core ex-China ETF (XCEM) has a volatility of 10.37%. This indicates that SFGIX experiences smaller price fluctuations and is considered to be less risky than XCEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFGIX | XCEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 10.37% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 15.60% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 20.21% | -5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 17.15% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 19.53% | -4.50% |