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 0.77, 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:
0.04
HEFA:
1.61
GSIHX:
0.15
HEFA:
2.14
GSIHX:
1.02
HEFA:
1.29
GSIHX:
0.03
HEFA:
1.84
GSIHX:
0.09
HEFA:
8.19
GSIHX:
6.97%
HEFA:
2.20%
GSIHX:
14.28%
HEFA:
11.27%
GSIHX:
-28.79%
HEFA:
-32.39%
GSIHX:
-10.19%
HEFA:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with GSIHX having a 7.52% return and HEFA slightly higher at 7.80%.
GSIHX
7.52%
5.99%
-8.61%
-0.16%
7.67%
N/A
HEFA
7.80%
5.34%
9.83%
17.04%
10.93%
8.75%
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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 1.78%, less than HEFA's 2.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSIHX Goldman Sachs GQG Partners International Opportunities Fund Class A | 1.78% | 1.92% | 2.04% | 4.46% | 1.90% | 0.00% | 0.41% | 0.18% | 0.00% | 0.05% | 0.00% | 0.00% |
HEFA iShares Currency Hedged MSCI EAFE ETF | 2.87% | 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
Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) has a higher volatility of 2.85% compared to iShares Currency Hedged MSCI EAFE ETF (HEFA) at 2.49%. This indicates that GSIHX's price experiences larger fluctuations and is considered to be riskier than HEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.