IHD vs. VYMSX
Compare and contrast key facts about Voya Emerging Markets High Dividend Equity Fund (IHD) and Voya Mid Cap Research Enhanced Index Fund (VYMSX).
IHD is managed by Voya. It was launched on Apr 26, 2011. VYMSX is managed by Voya. It was launched on Feb 3, 1998.
Performance
IHD vs. VYMSX - Performance Comparison
Loading graphics...
IHD vs. VYMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHD Voya Emerging Markets High Dividend Equity Fund | 7.91% | 41.70% | 7.80% | 13.95% | -17.18% | 7.39% | 1.73% | 20.55% | -10.23% | 29.84% |
VYMSX Voya Mid Cap Research Enhanced Index Fund | -4.86% | 6.79% | 14.92% | 17.35% | -14.63% | 27.47% | 8.26% | 28.18% | -14.55% | 13.43% |
Returns By Period
In the year-to-date period, IHD achieves a 7.91% return, which is significantly higher than VYMSX's -4.86% return. Over the past 10 years, IHD has outperformed VYMSX with an annualized return of 10.04%, while VYMSX has yielded a comparatively lower 8.73% annualized return.
IHD
- 1D
- 3.74%
- 1M
- -5.33%
- YTD
- 7.91%
- 6M
- 11.76%
- 1Y
- 40.47%
- 3Y*
- 21.75%
- 5Y*
- 8.27%
- 10Y*
- 10.04%
VYMSX
- 1D
- -1.23%
- 1M
- -8.84%
- YTD
- -4.86%
- 6M
- -4.06%
- 1Y
- 8.55%
- 3Y*
- 9.76%
- 5Y*
- 5.64%
- 10Y*
- 8.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IHD vs. VYMSX - Expense Ratio Comparison
IHD has a 0.01% expense ratio, which is lower than VYMSX's 0.82% expense ratio.
Return for Risk
IHD vs. VYMSX — Risk / Return Rank
IHD
VYMSX
IHD vs. VYMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Emerging Markets High Dividend Equity Fund (IHD) and Voya Mid Cap Research Enhanced Index Fund (VYMSX). 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.
| IHD | VYMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 0.36 | +1.78 |
Sortino ratioReturn per unit of downside risk | 2.67 | 0.69 | +1.98 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.09 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 3.28 | -0.10 | +3.38 |
Martin ratioReturn relative to average drawdown | 12.03 | -0.37 | +12.40 |
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
| IHD | VYMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.36 | +1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.25 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.39 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.37 | -0.20 |
Correlation
The correlation between IHD and VYMSX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IHD vs. VYMSX - Dividend Comparison
IHD's dividend yield for the trailing twelve months is around 10.74%, less than VYMSX's 31.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHD Voya Emerging Markets High Dividend Equity Fund | 10.74% | 11.40% | 13.67% | 10.21% | 13.95% | 10.14% | 9.92% | 9.14% | 10.15% | 8.31% | 11.74% | 14.00% |
VYMSX Voya Mid Cap Research Enhanced Index Fund | 31.29% | 29.77% | 11.50% | 0.96% | 6.78% | 14.81% | 0.79% | 2.00% | 13.24% | 7.58% | 1.83% | 6.83% |
Drawdowns
IHD vs. VYMSX - Drawdown Comparison
The maximum IHD drawdown since its inception was -48.76%, smaller than the maximum VYMSX drawdown of -57.85%. Use the drawdown chart below to compare losses from any high point for IHD and VYMSX.
Loading graphics...
Drawdown Indicators
| IHD | VYMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.76% | -57.85% | +9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -14.15% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -36.13% | -31.71% | -4.42% |
Max Drawdown (10Y)Largest decline over 10 years | -42.81% | -43.69% | +0.88% |
Current DrawdownCurrent decline from peak | -6.52% | -10.34% | +3.82% |
Average DrawdownAverage peak-to-trough decline | -18.16% | -9.21% | -8.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 5.91% | -2.48% |
Volatility
IHD vs. VYMSX - Volatility Comparison
Voya Emerging Markets High Dividend Equity Fund (IHD) has a higher volatility of 9.66% compared to Voya Mid Cap Research Enhanced Index Fund (VYMSX) at 6.19%. This indicates that IHD's price experiences larger fluctuations and is considered to be riskier than VYMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IHD | VYMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.66% | 6.19% | +3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.00% | 12.34% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 24.22% | -5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 23.23% | -5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.40% | 22.82% | -3.42% |