SGOVX vs. HFXI
Compare and contrast key facts about First Eagle Overseas Fund (SGOVX) and IQ 50 Percent Hedged FTSE International ETF (HFXI).
SGOVX is managed by First Eagle. It was launched on Aug 31, 1993. HFXI is a passively managed fund by New York Life that tracks the performance of the FTSE Developed ex North America 50% Hedged to USD Index. It was launched on Jul 22, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOVX or HFXI.
Correlation
The correlation between SGOVX and HFXI is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SGOVX vs. HFXI - Performance Comparison
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Key characteristics
SGOVX:
12.82%
HFXI:
5.49%
SGOVX:
-48.37%
HFXI:
-0.39%
SGOVX:
-0.69%
HFXI:
0.00%
Returns By Period
SGOVX
15.41%
6.26%
6.89%
12.10%
7.71%
3.14%
HFXI
N/A
N/A
N/A
N/A
N/A
N/A
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SGOVX vs. HFXI - Expense Ratio Comparison
SGOVX has a 1.16% expense ratio, which is higher than HFXI's 0.20% expense ratio.
Risk-Adjusted Performance
SGOVX vs. HFXI — Risk-Adjusted Performance Rank
SGOVX
HFXI
SGOVX vs. HFXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund (SGOVX) and IQ 50 Percent Hedged FTSE International ETF (HFXI). 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
SGOVX vs. HFXI - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 4.98%, more than HFXI's 2.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOVX First Eagle Overseas Fund | 4.98% | 5.75% | 1.70% | 0.08% | 3.45% | 0.21% | 2.09% | 1.26% | 1.62% | 1.16% | 0.20% | 1.07% |
HFXI IQ 50 Percent Hedged FTSE International ETF | 2.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SGOVX vs. HFXI - Drawdown Comparison
The maximum SGOVX drawdown since its inception was -48.37%, which is greater than HFXI's maximum drawdown of -0.39%. Use the drawdown chart below to compare losses from any high point for SGOVX and HFXI. For additional features, visit the drawdowns tool.
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Volatility
SGOVX vs. HFXI - Volatility Comparison
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