BROAX vs. IVFIX
Compare and contrast key facts about BlackRock Advantage International Fund Class A (BROAX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
BROAX is managed by BlackRock. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
BROAX vs. IVFIX - Performance Comparison
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BROAX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 2.34% | 32.13% | 6.52% | 19.11% | -13.70% | 12.82% | 7.04% | 21.37% | -15.30% | 23.76% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 7.40% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Returns By Period
In the year-to-date period, BROAX achieves a 2.34% return, which is significantly lower than IVFIX's 7.40% return. Over the past 10 years, BROAX has outperformed IVFIX with an annualized return of 9.28%, while IVFIX has yielded a comparatively lower 7.26% annualized return.
BROAX
- 1D
- -0.73%
- 1M
- -2.85%
- YTD
- 2.34%
- 6M
- 4.93%
- 1Y
- 26.10%
- 3Y*
- 16.14%
- 5Y*
- 9.66%
- 10Y*
- 9.28%
IVFIX
- 1D
- 0.20%
- 1M
- -1.59%
- YTD
- 7.40%
- 6M
- 12.54%
- 1Y
- 22.99%
- 3Y*
- 14.36%
- 5Y*
- 10.61%
- 10Y*
- 7.26%
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BROAX vs. IVFIX - Expense Ratio Comparison
BROAX has a 0.75% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
BROAX vs. IVFIX — Risk / Return Rank
BROAX
IVFIX
BROAX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage International Fund Class A (BROAX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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.
| BROAX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 2.16 | -0.85 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.80 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.44 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 4.24 | -2.16 |
Martin ratioReturn relative to average drawdown | 7.83 | 17.48 | -9.65 |
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
| BROAX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.16 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.85 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.50 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.22 | +0.12 |
Correlation
The correlation between BROAX and IVFIX is 0.81, 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
BROAX vs. IVFIX - Dividend Comparison
BROAX's dividend yield for the trailing twelve months is around 6.84%, more than IVFIX's 3.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 6.84% | 7.00% | 3.33% | 2.50% | 3.14% | 8.30% | 1.51% | 2.49% | 2.48% | 0.58% | 1.83% | 0.49% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.08% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
BROAX vs. IVFIX - Drawdown Comparison
The maximum BROAX drawdown since its inception was -54.78%, which is greater than IVFIX's maximum drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for BROAX and IVFIX.
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Drawdown Indicators
| BROAX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -51.49% | -3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -6.97% | -4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -21.29% | -7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -33.46% | -3.14% |
Current DrawdownCurrent decline from peak | -6.76% | -4.64% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -11.68% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.05% | +0.93% |
Volatility
BROAX vs. IVFIX - Volatility Comparison
BlackRock Advantage International Fund Class A (BROAX) has a higher volatility of 7.36% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.57%. This indicates that BROAX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BROAX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 4.57% | +2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 8.15% | +3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.61% | 14.67% | +2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.98% | 12.97% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 14.74% | +1.57% |