SMDIX vs. SWMCX
Compare and contrast key facts about Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
SMDIX is managed by Hartford. It was launched on Mar 31, 2006. SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
SMDIX vs. SWMCX - Performance Comparison
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SMDIX vs. SWMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 0.26% |
SWMCX Schwab U.S. Mid-Cap Index Fund | -1.32% | 10.54% | 15.28% | 17.20% | -17.31% | 22.55% | 17.03% | 30.46% | -9.16% | 0.40% |
Returns By Period
In the year-to-date period, SMDIX achieves a 0.63% return, which is significantly higher than SWMCX's -1.32% 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%
SWMCX
- 1D
- -0.70%
- 1M
- -7.73%
- YTD
- -1.32%
- 6M
- -1.19%
- 1Y
- 12.94%
- 3Y*
- 12.30%
- 5Y*
- 6.67%
- 10Y*
- —
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SMDIX vs. SWMCX - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is higher than SWMCX's 0.04% expense ratio.
Return for Risk
SMDIX vs. SWMCX — Risk / Return Rank
SMDIX
SWMCX
SMDIX vs. SWMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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 | SWMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.72 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.12 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.86 | +0.11 |
Martin ratioReturn relative to average drawdown | 4.44 | 4.04 | +0.40 |
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 | SWMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.72 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.37 | +0.08 |
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 | 0.45 | +0.04 |
Correlation
The correlation between SMDIX and SWMCX is 0.96, 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. SWMCX - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 9.80%, more than SWMCX's 2.15% 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% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 2.15% | 2.13% | 2.60% | 1.49% | 1.59% | 2.93% | 1.45% | 2.44% | 1.41% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMDIX vs. SWMCX - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for SMDIX and SWMCX.
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Drawdown Indicators
| SMDIX | SWMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -40.34% | -7.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -13.43% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -26.09% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | — | — |
Current DrawdownCurrent decline from peak | -7.40% | -8.15% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -6.75% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.87% | -0.12% |
Volatility
SMDIX vs. SWMCX - Volatility Comparison
Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Schwab U.S. Mid-Cap Index Fund (SWMCX) have volatilities of 4.68% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMDIX | SWMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 4.80% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 10.19% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 18.96% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 18.23% | -2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 20.76% | -2.82% |