SMDIX vs. FTSIX
Compare and contrast key facts about Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
SMDIX is managed by Hartford. It was launched on Mar 31, 2006. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
SMDIX vs. FTSIX - Performance Comparison
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SMDIX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, SMDIX achieves a 0.63% return, which is significantly lower than FTSIX's 3.61% return.
SMDIX
- 1D
- -0.73%
- 1M
- -6.86%
- YTD
- 0.63%
- 6M
- 6.27%
- 1Y
- 13.50%
- 3Y*
- 10.27%
- 5Y*
- 7.25%
- 10Y*
- 9.71%
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
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SMDIX vs. FTSIX - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
SMDIX vs. FTSIX — Risk / Return Rank
SMDIX
FTSIX
SMDIX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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.
| SMDIX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.80 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.27 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.06 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.44 | 4.30 | +0.14 |
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
| SMDIX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.80 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.27 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.51 | -0.02 |
Correlation
The correlation between SMDIX and FTSIX is 0.92, 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
SMDIX vs. FTSIX - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 9.80%, more than FTSIX's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.80% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMDIX vs. FTSIX - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for SMDIX and FTSIX.
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Drawdown Indicators
| SMDIX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -42.12% | -6.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -13.29% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -27.57% | +6.70% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | — | — |
Current DrawdownCurrent decline from peak | -7.40% | -6.80% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -7.80% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.27% | -0.52% |
Volatility
SMDIX vs. FTSIX - Volatility Comparison
The current volatility for Hartford Schroders US MidCap Opportunities Fund (SMDIX) is 4.68%, while Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a volatility of 5.08%. This indicates that SMDIX experiences smaller price fluctuations and is considered to be less risky than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMDIX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 5.08% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 11.04% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 20.05% | -1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 19.10% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 23.47% | -5.53% |