Correlation
The correlation between SIDNX and DFIV is 0.67, 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.
SIDNX vs. DFIV
Compare and contrast key facts about Hartford Schroders International Multi-Cap Value Fund (SIDNX) and Dimensional International Value ETF (DFIV).
SIDNX is managed by Hartford. It was launched on Aug 29, 2006. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIDNX or DFIV.
Performance
SIDNX vs. DFIV - Performance Comparison
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Key characteristics
SIDNX:
1.26
DFIV:
1.06
SIDNX:
1.57
DFIV:
1.40
SIDNX:
1.23
DFIV:
1.20
SIDNX:
1.33
DFIV:
1.14
SIDNX:
4.35
DFIV:
4.45
SIDNX:
4.01%
DFIV:
3.78%
SIDNX:
15.35%
DFIV:
17.39%
SIDNX:
-62.41%
DFIV:
-25.42%
SIDNX:
-0.33%
DFIV:
-0.38%
Returns By Period
The year-to-date returns for both stocks are quite close, with SIDNX having a 20.03% return and DFIV slightly lower at 19.50%.
SIDNX
20.03%
5.76%
18.81%
19.07%
9.76%
12.78%
5.90%
DFIV
19.50%
4.63%
18.07%
18.17%
12.62%
N/A
N/A
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SIDNX vs. DFIV - Expense Ratio Comparison
SIDNX has a 0.84% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
SIDNX vs. DFIV — Risk-Adjusted Performance Rank
SIDNX
DFIV
SIDNX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Multi-Cap Value Fund (SIDNX) and Dimensional International Value ETF (DFIV). 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
SIDNX vs. DFIV - Dividend Comparison
SIDNX's dividend yield for the trailing twelve months is around 2.50%, less than DFIV's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIDNX Hartford Schroders International Multi-Cap Value Fund | 2.50% | 3.03% | 2.91% | 4.14% | 2.68% | 2.24% | 3.29% | 5.86% | 3.32% | 2.14% | 3.23% | 6.85% |
DFIV Dimensional International Value ETF | 3.39% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SIDNX vs. DFIV - Drawdown Comparison
The maximum SIDNX drawdown since its inception was -62.41%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for SIDNX and DFIV.
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Volatility
SIDNX vs. DFIV - Volatility Comparison
The current volatility for Hartford Schroders International Multi-Cap Value Fund (SIDNX) is 2.29%, while Dimensional International Value ETF (DFIV) has a volatility of 2.82%. This indicates that SIDNX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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