FTIHX vs. IVFIX
Compare and contrast key facts about Fidelity Total International Index Fund (FTIHX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
FTIHX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Investable Market Index. It was launched on Jun 7, 2016. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
FTIHX vs. IVFIX - Performance Comparison
Loading graphics...
FTIHX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTIHX Fidelity Total International Index Fund | 1.79% | 32.59% | 4.98% | 15.49% | -16.29% | 8.45% | 11.09% | 21.50% | -14.40% | 25.88% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 6.75% | 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, FTIHX achieves a 1.79% return, which is significantly lower than IVFIX's 6.75% return.
FTIHX
- 1D
- 2.98%
- 1M
- -7.01%
- YTD
- 1.79%
- 6M
- 5.81%
- 1Y
- 27.20%
- 3Y*
- 15.30%
- 5Y*
- 7.14%
- 10Y*
- —
IVFIX
- 1D
- 1.46%
- 1M
- -4.48%
- YTD
- 6.75%
- 6M
- 11.60%
- 1Y
- 24.65%
- 3Y*
- 14.44%
- 5Y*
- 10.48%
- 10Y*
- 7.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTIHX vs. IVFIX - Expense Ratio Comparison
FTIHX has a 0.06% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
FTIHX vs. IVFIX — Risk / Return Rank
FTIHX
IVFIX
FTIHX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total International Index Fund (FTIHX) 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.
| FTIHX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 2.12 | -0.38 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.75 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.43 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.38 | 4.40 | -2.02 |
Martin ratioReturn relative to average drawdown | 9.30 | 18.54 | -9.23 |
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
| FTIHX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 2.12 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.84 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.22 | +0.34 |
Correlation
The correlation between FTIHX and IVFIX is 0.75, 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
FTIHX vs. IVFIX - Dividend Comparison
FTIHX's dividend yield for the trailing twelve months is around 2.73%, less than IVFIX's 3.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTIHX Fidelity Total International Index Fund | 2.73% | 2.78% | 2.88% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 0.45% | 0.47% | 0.00% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.09% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
FTIHX vs. IVFIX - Drawdown Comparison
The maximum FTIHX drawdown since its inception was -35.75%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for FTIHX and IVFIX.
Loading graphics...
Drawdown Indicators
| FTIHX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.75% | -51.49% | +15.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -8.47% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -29.99% | -21.29% | -8.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -8.61% | -5.22% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -11.69% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.01% | +0.87% |
Volatility
FTIHX vs. IVFIX - Volatility Comparison
Fidelity Total International Index Fund (FTIHX) has a higher volatility of 7.78% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.59%. This indicates that FTIHX'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.
Loading graphics...
Volatility by Period
| FTIHX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 4.59% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 8.19% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 14.67% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 12.97% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.02% | 14.74% | +1.28% |