DDJIX vs. VWEHX
Compare and contrast key facts about Polen DDJ Opportunistic High Yield Fund (DDJIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
DDJIX is managed by Polen Capital. It was launched on Jul 16, 2015. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Performance
DDJIX vs. VWEHX - Performance Comparison
Loading graphics...
DDJIX vs. VWEHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDJIX Polen DDJ Opportunistic High Yield Fund | -1.42% | 3.23% | 8.90% | 10.63% | -13.73% | 5.22% | 3.49% | 6.08% | -0.30% | 7.15% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | -1.15% | 9.38% | 6.33% | 11.66% | -9.04% | 2.97% | 5.30% | 15.81% | -2.93% | 7.05% |
Returns By Period
In the year-to-date period, DDJIX achieves a -1.42% return, which is significantly lower than VWEHX's -1.15% return. Over the past 10 years, DDJIX has underperformed VWEHX with an annualized return of 3.10%, while VWEHX has yielded a comparatively higher 5.18% annualized return.
DDJIX
- 1D
- -0.29%
- 1M
- -1.59%
- YTD
- -1.42%
- 6M
- -2.26%
- 1Y
- 1.56%
- 3Y*
- 6.08%
- 5Y*
- 1.69%
- 10Y*
- 3.10%
VWEHX
- 1D
- 0.55%
- 1M
- -1.62%
- YTD
- -1.15%
- 6M
- 0.56%
- 1Y
- 6.47%
- 3Y*
- 7.55%
- 5Y*
- 3.89%
- 10Y*
- 5.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DDJIX vs. VWEHX - Expense Ratio Comparison
DDJIX has a 0.79% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Return for Risk
DDJIX vs. VWEHX — Risk / Return Rank
DDJIX
VWEHX
DDJIX vs. VWEHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen DDJ Opportunistic High Yield Fund (DDJIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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.
| DDJIX | VWEHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.90 | -1.46 |
Sortino ratioReturn per unit of downside risk | 0.59 | 2.86 | -2.27 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.46 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | 0.52 | 2.79 | -2.27 |
Martin ratioReturn relative to average drawdown | 1.44 | 11.37 | -9.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DDJIX | VWEHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.90 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.80 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.99 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.87 | -0.17 |
Correlation
The correlation between DDJIX and VWEHX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DDJIX vs. VWEHX - Dividend Comparison
DDJIX's dividend yield for the trailing twelve months is around 6.26%, more than VWEHX's 5.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDJIX Polen DDJ Opportunistic High Yield Fund | 6.26% | 6.85% | 7.99% | 7.07% | 4.54% | 5.02% | 7.01% | 8.21% | 9.08% | 6.93% | 0.00% | 0.00% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 5.78% | 6.15% | 6.11% | 5.68% | 5.11% | 3.43% | 4.62% | 5.24% | 5.94% | 5.29% | 5.41% | 6.42% |
Drawdowns
DDJIX vs. VWEHX - Drawdown Comparison
The maximum DDJIX drawdown since its inception was -21.42%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for DDJIX and VWEHX.
Loading graphics...
Drawdown Indicators
| DDJIX | VWEHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -30.17% | +8.75% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -2.52% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -15.53% | -13.83% | -1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -19.69% | -1.73% |
Current DrawdownCurrent decline from peak | -2.94% | -1.80% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -4.30% | +1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 0.62% | +0.54% |
Volatility
DDJIX vs. VWEHX - Volatility Comparison
Polen DDJ Opportunistic High Yield Fund (DDJIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) have volatilities of 1.33% and 1.39%, 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.
Loading graphics...
Volatility by Period
| DDJIX | VWEHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 1.39% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 2.29% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.09% | 3.45% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 4.85% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.58% | 5.26% | -0.68% |