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GMOIX vs. VYMI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GMOIX vs. VYMI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GMO International Equity Fund (GMOIX) and Vanguard International High Dividend Yield ETF (VYMI). The values are adjusted to include any dividend payments, if applicable.

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GMOIX vs. VYMI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GMOIX
GMO International Equity Fund
1.83%43.94%11.54%20.51%-10.38%12.11%7.47%24.56%-20.55%25.73%
VYMI
Vanguard International High Dividend Yield ETF
5.51%38.05%7.06%17.07%-7.02%15.39%-1.11%18.43%-12.65%22.36%

Returns By Period

In the year-to-date period, GMOIX achieves a 1.83% return, which is significantly lower than VYMI's 5.51% return. Over the past 10 years, GMOIX has outperformed VYMI with an annualized return of 10.80%, while VYMI has yielded a comparatively lower 10.21% annualized return.


GMOIX

1D
0.00%
1M
-10.73%
YTD
1.83%
6M
11.47%
1Y
33.57%
3Y*
22.45%
5Y*
12.99%
10Y*
10.80%

VYMI

1D
2.75%
1M
-6.07%
YTD
5.51%
6M
13.32%
1Y
33.11%
3Y*
20.42%
5Y*
12.44%
10Y*
10.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GMOIX vs. VYMI - Expense Ratio Comparison

GMOIX has a 0.66% expense ratio, which is higher than VYMI's 0.07% expense ratio.


Return for Risk

GMOIX vs. VYMI — Risk / Return Rank

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

GMOIX
GMOIX Risk / Return Rank: 8989
Overall Rank
GMOIX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
GMOIX Sortino Ratio Rank: 8888
Sortino Ratio Rank
GMOIX Omega Ratio Rank: 8686
Omega Ratio Rank
GMOIX Calmar Ratio Rank: 9292
Calmar Ratio Rank
GMOIX Martin Ratio Rank: 9191
Martin Ratio Rank

VYMI
VYMI Risk / Return Rank: 9393
Overall Rank
VYMI Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VYMI Sortino Ratio Rank: 9494
Sortino Ratio Rank
VYMI Omega Ratio Rank: 9595
Omega Ratio Rank
VYMI Calmar Ratio Rank: 9191
Calmar Ratio Rank
VYMI Martin Ratio Rank: 9292
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.

GMOIX vs. VYMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GMO International Equity Fund (GMOIX) and Vanguard International High Dividend Yield ETF (VYMI). 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.


GMOIXVYMIDifference

Sharpe ratio

Return per unit of total volatility

1.84

2.09

-0.26

Sortino ratio

Return per unit of downside risk

2.44

2.77

-0.33

Omega ratio

Gain probability vs. loss probability

1.36

1.44

-0.08

Calmar ratio

Return relative to maximum drawdown

2.69

2.94

-0.24

Martin ratio

Return relative to average drawdown

10.53

12.19

-1.65

GMOIX vs. VYMI - Sharpe Ratio Comparison

The current GMOIX Sharpe Ratio is 1.84, which is comparable to the VYMI Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of GMOIX and VYMI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GMOIXVYMIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

2.09

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.85

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.61

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.62

-0.30

Correlation

The correlation between GMOIX and VYMI is 0.92, 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

GMOIX vs. VYMI - Dividend Comparison

GMOIX's dividend yield for the trailing twelve months is around 5.52%, more than VYMI's 3.63% yield.


TTM20252024202320222021202020192018201720162015
GMOIX
GMO International Equity Fund
5.52%5.62%2.77%7.54%4.32%6.40%4.56%3.49%3.74%3.11%4.00%3.26%
VYMI
Vanguard International High Dividend Yield ETF
3.63%3.68%4.84%4.58%4.70%4.30%3.22%4.20%4.29%3.21%2.39%0.00%

Drawdowns

GMOIX vs. VYMI - Drawdown Comparison

The maximum GMOIX drawdown since its inception was -59.00%, which is greater than VYMI's maximum drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for GMOIX and VYMI.


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Drawdown Indicators


GMOIXVYMIDifference

Max Drawdown

Largest peak-to-trough decline

-59.00%

-40.00%

-19.00%

Max Drawdown (1Y)

Largest decline over 1 year

-11.67%

-11.08%

-0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-28.69%

-24.05%

-4.64%

Max Drawdown (10Y)

Largest decline over 10 years

-40.14%

-40.00%

-0.14%

Current Drawdown

Current decline from peak

-11.08%

-6.54%

-4.54%

Average Drawdown

Average peak-to-trough decline

-12.97%

-6.39%

-6.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

2.67%

+0.32%

Volatility

GMOIX vs. VYMI - Volatility Comparison

GMO International Equity Fund (GMOIX) has a higher volatility of 7.54% compared to Vanguard International High Dividend Yield ETF (VYMI) at 7.02%. This indicates that GMOIX's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GMOIXVYMIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.54%

7.02%

+0.52%

Volatility (6M)

Calculated over the trailing 6-month period

12.55%

9.88%

+2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

17.75%

15.90%

+1.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.88%

14.75%

+1.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.75%

16.89%

-0.14%