GSIHX vs. HEFA
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) and iShares Currency Hedged MSCI EAFE ETF (HEFA).
GSIHX is managed by Goldman Sachs. It was launched on Dec 15, 2016. HEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE 100% Hedged to USD Index. It was launched on Jan 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSIHX or HEFA.
Correlation
The correlation between GSIHX and HEFA is 0.74, 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.
Performance
GSIHX vs. HEFA - Performance Comparison
Key characteristics
GSIHX:
0.12
HEFA:
0.43
GSIHX:
0.25
HEFA:
0.69
GSIHX:
1.04
HEFA:
1.10
GSIHX:
0.13
HEFA:
0.50
GSIHX:
0.28
HEFA:
2.18
GSIHX:
6.47%
HEFA:
3.24%
GSIHX:
15.72%
HEFA:
16.66%
GSIHX:
-28.79%
HEFA:
-32.39%
GSIHX:
-5.29%
HEFA:
-4.40%
Returns By Period
In the year-to-date period, GSIHX achieves a 8.86% return, which is significantly higher than HEFA's 3.05% return.
GSIHX
8.86%
0.57%
-0.01%
1.12%
11.48%
N/A
HEFA
3.05%
-2.08%
3.21%
6.47%
14.36%
8.01%
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GSIHX vs. HEFA - Expense Ratio Comparison
GSIHX has a 1.12% expense ratio, which is higher than HEFA's 0.35% expense ratio.
Risk-Adjusted Performance
GSIHX vs. HEFA — Risk-Adjusted Performance Rank
GSIHX
HEFA
GSIHX vs. HEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) and iShares Currency Hedged MSCI EAFE ETF (HEFA). 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.
Dividends
GSIHX vs. HEFA - Dividend Comparison
GSIHX's dividend yield for the trailing twelve months is around 5.87%, more than HEFA's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSIHX Goldman Sachs GQG Partners International Opportunities Fund Class A | 5.87% | 6.39% | 2.04% | 4.47% | 1.90% | 0.00% | 0.41% | 0.18% | 0.00% | 0.05% | 0.00% | 0.00% |
HEFA iShares Currency Hedged MSCI EAFE ETF | 3.00% | 3.09% | 3.01% | 25.14% | 3.06% | 2.10% | 5.37% | 4.58% | 2.55% | 3.17% | 3.54% | 3.39% |
Drawdowns
GSIHX vs. HEFA - Drawdown Comparison
The maximum GSIHX drawdown since its inception was -28.79%, smaller than the maximum HEFA drawdown of -32.39%. Use the drawdown chart below to compare losses from any high point for GSIHX and HEFA. For additional features, visit the drawdowns tool.
Volatility
GSIHX vs. HEFA - Volatility Comparison
The current volatility for Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) is 9.90%, while iShares Currency Hedged MSCI EAFE ETF (HEFA) has a volatility of 12.15%. This indicates that GSIHX experiences smaller price fluctuations and is considered to be less risky than HEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.