FRDAX vs. VIHAX
FRDAX (Franklin Rising Dividends Fund Advisor Class) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both mutual funds - FRDAX is a Dividend fund actively managed by Franklin, while VIHAX is a Large Cap Value Equities fund tracking the FTSE All-World ex US High Dividend Yield Index. FRDAX is actively managed, while VIHAX is passively managed. Over the past 10 years, FRDAX returned 11.57%/yr vs 11.02%/yr for VIHAX. A 0.70 correlation means they provide meaningful diversification when combined. FRDAX charges 0.43%/yr vs 0.16%/yr for VIHAX.
Performance
FRDAX vs. VIHAX - Performance Comparison
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Returns By Period
In the year-to-date period, FRDAX achieves a 6.77% return, which is significantly lower than VIHAX's 14.70% return. Both investments have delivered pretty close results over the past 10 years, with FRDAX having a 11.57% annualized return and VIHAX not far behind at 11.02%.
FRDAX
- 1D
- 0.05%
- 1M
- 2.06%
- 6M
- 5.68%
- YTD
- 6.77%
- 1Y
- 10.35%
- 3Y*
- 10.67%
- 5Y*
- 7.82%
- 10Y*
- 11.57%
- ALL TIME*
- 9.56%
VIHAX
- 1D
- -0.87%
- 1M
- 3.60%
- 6M
- 10.00%
- YTD
- 14.70%
- 1Y
- 27.68%
- 3Y*
- 20.94%
- 5Y*
- 13.57%
- 10Y*
- 11.02%
- ALL TIME*
- 11.00%
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 |
FRDAX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDAX Franklin Rising Dividends Fund Advisor Class | 6.77% | 12.24% | 11.20% | 12.37% | -10.45% | 26.93% | 16.58% | 30.16% | -5.04% | 20.09% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 14.70% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Correlation
The correlation between FRDAX and VIHAX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Mar 7, 2016 | 0.70 |
The correlation between FRDAX and VIHAX has been stable across timeframes, ranging from 0.61 to 0.70 - a consistent structural relationship.
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Return for Risk
FRDAX vs. VIHAX — Risk / Return Rank
FRDAX
VIHAX
FRDAX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund Advisor Class (FRDAX) 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.
| FRDAX | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.41 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.86 | -1.34 |
| Martin ratioReturn relative to average drawdown | 5.89 | 10.83 | -4.94 |
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Drawdowns
FRDAX vs. VIHAX - Drawdown Comparison
The maximum FRDAX drawdown since its inception was -51.38%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for FRDAX and VIHAX.
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Drawdown Indicators
| FRDAX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.38% | -38.80% | -12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -9.53% | +2.44% |
Max Drawdown (3Y)Largest decline over 3 years | -18.28% | -12.29% | -5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -20.93% | -23.92% | +2.99% |
Max Drawdown (10Y)Largest decline over 10 years | -34.87% | -38.80% | +3.93% |
Current DrawdownCurrent decline from peak | -0.75% | -0.87% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -5.95% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.52% | -0.69% |
Volatility
FRDAX vs. VIHAX - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund Advisor Class (FRDAX) is 2.12%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 3.10%. This indicates that FRDAX experiences smaller price fluctuations and is considered to be less risky 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
| FRDAX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 3.10% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 10.28% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 12.23% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 13.75% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 15.54% | +1.56% |
FRDAX vs. VIHAX - Expense Ratio Comparison
FRDAX has a 0.43% expense ratio, which is higher than VIHAX's 0.16% expense ratio.
Dividends
FRDAX vs. VIHAX - Dividend Comparison
FRDAX's dividend yield for the trailing twelve months is around 9.85%, more than VIHAX's 3.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDAX Franklin Rising Dividends Fund Advisor Class | 9.85% | 10.53% | 10.44% | 4.85% | 5.23% | 4.65% | 1.04% | 3.25% | 5.49% | 3.23% | 3.27% | 5.58% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.53% | 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
FRDAX and VIHAX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIHAX has higher volatility (3.10%) compared to FRDAX (2.12%). In terms of maximum drawdown, FRDAX dropped -51.38% vs VIHAX's -38.80%.
VIHAX currently has the higher Sharpe Ratio (2.25 vs 1.06), 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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