BNIVX vs. VIHAX
BNIVX (Barrow Hanley International Value Fund) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both mutual funds - BNIVX is a Foreign Large Cap Equities fund managed by Perpetual, while VIHAX is a Large Cap Value Equities fund tracking the FTSE All-World ex US High Dividend Yield Index. Over the past year, BNIVX returned 29.36% vs 35.31% for VIHAX. Their 0.62 correlation means they have sometimes moved together and sometimes differently. BNIVX charges 0.92%/yr vs 0.16%/yr for VIHAX.
Performance
BNIVX vs. VIHAX - Performance Comparison
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Returns By Period
In the year-to-date period, BNIVX achieves a 20.34% return, which is significantly higher than VIHAX's 18.05% return.
BNIVX
- 1D
- 2.91%
- 1M
- -0.13%
- 6M
- 11.49%
- YTD
- 20.34%
- 1Y
- 29.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 31.34%
VIHAX
- 1D
- 2.01%
- 1M
- 4.98%
- 6M
- 11.54%
- YTD
- 18.05%
- 1Y
- 35.31%
- 3Y*
- 21.69%
- 5Y*
- 14.15%
- 10Y*
- 11.25%
- ALL TIME*
- 11.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BNIVX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BNIVX Barrow Hanley International Value Fund | 20.34% | 16.97% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 18.05% | 23.75% |
Correlation
The correlation between BNIVX and VIHAX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2025 | 0.62 |
The correlation between BNIVX and VIHAX has been stable across timeframes, ranging from 0.62 to 0.63 - a consistent structural relationship.
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Return for Risk
BNIVX vs. VIHAX — Risk / Return Rank
BNIVX
VIHAX
BNIVX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barrow Hanley International Value Fund (BNIVX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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.
| BNIVX | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.52 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 3.62 | -0.40 |
| Martin ratioReturn relative to average drawdown | 10.61 | 13.83 | -3.23 |
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Drawdowns
BNIVX vs. VIHAX - Drawdown Comparison
The maximum BNIVX drawdown since its inception was -10.94%, smaller than the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for BNIVX and VIHAX.
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Drawdown Indicators
| BNIVX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.94% | -38.80% | +27.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -9.53% | -1.41% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.29% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.92% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.80% | — |
Current DrawdownCurrent decline from peak | -2.37% | 0.00% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -5.94% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.49% | +0.58% |
Volatility
BNIVX vs. VIHAX - Volatility Comparison
Barrow Hanley International Value Fund (BNIVX) has a higher volatility of 5.05% compared to Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) at 3.47%. This indicates that BNIVX's price experiences larger fluctuations and is considered to be riskier than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNIVX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 3.47% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 10.27% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 12.15% | +6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 13.77% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 15.55% | +1.82% |
BNIVX vs. VIHAX - Expense Ratio Comparison
BNIVX has a 0.92% expense ratio, which is higher than VIHAX's 0.16% expense ratio.
Dividends
BNIVX vs. VIHAX - Dividend Comparison
BNIVX has not paid dividends to shareholders, while VIHAX's dividend yield for the trailing twelve months is around 3.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BNIVX Barrow Hanley International Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.43% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% |
Frequently Asked Questions
BNIVX and VIHAX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BNIVX has higher volatility (5.05%) compared to VIHAX (3.47%). In terms of maximum drawdown, BNIVX dropped -10.94% vs VIHAX's -38.80%.
VIHAX currently has the higher Sharpe Ratio (2.85 vs 1.91), 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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