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EQPIX vs. VIHAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EQPIX vs. VIHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Income Fund Class I (EQPIX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EQPIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

VIHAX

1D
0.64%
1M
2.92%
YTD
12.57%
6M
16.00%
1Y
31.59%
3Y*
22.45%
5Y*
12.36%
10Y*
10.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQPIX vs. VIHAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EQPIX
Fidelity Advisor Equity Income Fund Class I
0.00%2.86%6.37%11.43%-1.10%22.41%1.47%27.53%-9.69%11.64%
VIHAX
Vanguard International High Dividend Yield Index Fund Admiral Shares
12.57%38.01%6.96%16.81%-6.88%15.01%-0.73%20.03%-12.38%22.40%

Correlation

The correlation between EQPIX and VIHAX is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.67

Correlation (10Y)
Calculated over the trailing 10-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2016

0.73

The correlation between EQPIX and VIHAX shifts across timeframes, from -0.03 (1 year) to 0.73 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

EQPIX vs. VIHAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQPIX

VIHAX
VIHAX Risk / Return Rank: 7373
Overall Rank
VIHAX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
VIHAX Sortino Ratio Rank: 7474
Sortino Ratio Rank
VIHAX Omega Ratio Rank: 7373
Omega Ratio Rank
VIHAX Calmar Ratio Rank: 7171
Calmar Ratio Rank
VIHAX Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQPIX vs. VIHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EQPIX vs. VIHAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EQPIXVIHAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

Drawdowns

EQPIX vs. VIHAX - Drawdown Comparison


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Drawdown Indicators


EQPIXVIHAXDifference

Max Drawdown

Largest peak-to-trough decline

-38.80%

Max Drawdown (1Y)

Largest decline over 1 year

-9.53%

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 Drawdown

Current decline from peak

-0.33%

Average Drawdown

Average peak-to-trough decline

-6.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

Volatility

EQPIX vs. VIHAX - Volatility Comparison


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Volatility by Period


EQPIXVIHAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.46%

Volatility (6M)

Calculated over the trailing 6-month period

9.63%

Volatility (1Y)

Calculated over the trailing 1-year period

11.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.90%

EQPIX vs. VIHAX - Expense Ratio Comparison

EQPIX has a 0.65% expense ratio, which is higher than VIHAX's 0.22% expense ratio.


Dividends

EQPIX vs. VIHAX - Dividend Comparison

EQPIX has not paid dividends to shareholders, while VIHAX's dividend yield for the trailing twelve months is around 3.39%.


PositionTTM20252024202320222021202020192018201720162015
EQPIX
Fidelity Advisor Equity Income Fund Class I
0.00%4.49%1.48%4.77%5.81%10.67%2.31%7.87%16.21%9.88%3.18%10.56%
VIHAX
Vanguard International High Dividend Yield Index Fund Admiral Shares
3.39%3.69%4.85%4.58%4.70%4.30%3.22%5.63%4.28%3.16%2.37%0.00%

Frequently Asked Questions


EQPIX and VIHAX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for EQPIX and VIHAX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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