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 0.79, 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.
Performance
SGOVX vs. HFXI - Performance Comparison
Key characteristics
SGOVX:
1.20
HFXI:
0.46
SGOVX:
1.67
HFXI:
0.74
SGOVX:
1.23
HFXI:
1.10
SGOVX:
1.33
HFXI:
0.54
SGOVX:
3.53
HFXI:
2.06
SGOVX:
4.34%
HFXI:
3.57%
SGOVX:
12.78%
HFXI:
16.15%
SGOVX:
-48.37%
HFXI:
-32.42%
SGOVX:
-0.22%
HFXI:
-4.79%
Returns By Period
In the year-to-date period, SGOVX achieves a 13.06% return, which is significantly higher than HFXI's 3.80% return.
SGOVX
13.06%
0.98%
3.52%
14.61%
7.55%
3.01%
HFXI
3.80%
-3.84%
1.04%
6.15%
12.60%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
SGOVX vs. HFXI - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 5.08%, more than HFXI's 2.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOVX First Eagle Overseas Fund | 5.08% | 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 | 2.46% | 2.68% | 2.49% | 4.65% | 3.10% | 2.00% | 3.19% | 4.33% | 2.55% | 3.47% | 0.78% | 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 -32.42%. Use the drawdown chart below to compare losses from any high point for SGOVX and HFXI. For additional features, visit the drawdowns tool.
Volatility
SGOVX vs. HFXI - Volatility Comparison
The current volatility for First Eagle Overseas Fund (SGOVX) is 7.89%, while IQ 50 Percent Hedged FTSE International ETF (HFXI) has a volatility of 10.96%. This indicates that SGOVX experiences smaller price fluctuations and is considered to be less risky than HFXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.