SMDIX vs. VO
SMDIX (Hartford Schroders US MidCap Opportunities Fund) and VO (Vanguard Mid-Cap ETF) are both Mid Cap Blend Equities funds. Over the past 10 years, SMDIX returned 10.64%/yr vs 11.50%/yr for VO. Their 0.96 correlation means they have historically moved very closely together. SMDIX charges 0.89%/yr vs 0.03%/yr for VO.
Performance
SMDIX vs. VO - Performance Comparison
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Returns By Period
In the year-to-date period, SMDIX achieves a 16.40% return, which is significantly higher than VO's 12.35% return. Over the past 10 years, SMDIX has underperformed VO with an annualized return of 10.64%, while VO has yielded a comparatively higher 11.50% annualized return.
SMDIX
- 1D
- -0.36%
- 1M
- -1.42%
- 6M
- 12.33%
- YTD
- 16.40%
- 1Y
- 26.97%
- 3Y*
- 14.34%
- 5Y*
- 8.84%
- 10Y*
- 10.64%
- ALL TIME*
- 9.69%
VO
- 1D
- -0.05%
- 1M
- 0.55%
- 6M
- 10.12%
- YTD
- 12.35%
- 1Y
- 16.51%
- 3Y*
- 14.32%
- 5Y*
- 7.77%
- 10Y*
- 11.50%
- ALL TIME*
- 10.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $194.51M | $293.72M | $235.90M |
SMDIX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 16.40% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
VO Vanguard Mid-Cap ETF | 12.35% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Correlation
The correlation between SMDIX and VO is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2006 | 0.96 |
The correlation between SMDIX and VO has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.
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Return for Risk
SMDIX vs. VO — Risk / Return Rank
SMDIX
VO
SMDIX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Vanguard Mid-Cap ETF (VO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMDIX | VO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 1.83 | +1.47 |
| Martin ratioReturn relative to average drawdown | 13.42 | 6.99 | +6.43 |
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Drawdowns
SMDIX vs. VO - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for SMDIX and VO.
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Drawdown Indicators
| SMDIX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -58.87% | +10.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -8.17% | +0.77% |
Max Drawdown (3Y)Largest decline over 3 years | -20.25% | -19.02% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -27.57% | +6.70% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | -39.37% | -1.33% |
Current DrawdownCurrent decline from peak | -1.73% | -0.49% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -6.42% | -7.81% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.13% | -0.31% |
Volatility
SMDIX vs. VO - Volatility Comparison
Hartford Schroders US MidCap Opportunities Fund (SMDIX) has a higher volatility of 2.27% compared to Vanguard Mid-Cap ETF (VO) at 2.09%. This indicates that SMDIX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMDIX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 2.09% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 9.44% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.59% | 12.61% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 17.59% | -1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.88% | 18.86% | -0.98% |
SMDIX vs. VO - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is higher than VO's 0.03% expense ratio.
Dividends
SMDIX vs. VO - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 8.47%, more than VO's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 8.47% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
VO Vanguard Mid-Cap ETF | 1.32% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Frequently Asked Questions
With a correlation of 0.92, SMDIX and VO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SMDIX has higher volatility (2.27%) compared to VO (2.09%). In terms of maximum drawdown, SMDIX dropped -48.26% vs VO's -58.87%.
SMDIX currently has the higher Sharpe Ratio (1.80 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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