IVFIX vs. FINVX
IVFIX (Federated Hermes International Strategic Value Dividend Fund) and FINVX (Fidelity Series International Value Fund) are both Foreign Large Cap Equities funds. Over the past 10 years, IVFIX returned 7.22%/yr vs 11.21%/yr for FINVX. Their correlation of 0.82 means they have usually moved in the same direction. IVFIX charges 0.86%/yr vs 0.01%/yr for FINVX.
Performance
IVFIX vs. FINVX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IVFIX having a 11.54% return and FINVX slightly lower at 11.28%. Over the past 10 years, IVFIX has underperformed FINVX with an annualized return of 7.22%, while FINVX has yielded a comparatively higher 11.21% annualized return.
IVFIX
- 1D
- -0.60%
- 1M
- 2.69%
- 6M
- 7.03%
- YTD
- 11.54%
- 1Y
- 23.84%
- 3Y*
- 15.19%
- 5Y*
- 10.39%
- 10Y*
- 7.22%
- ALL TIME*
- 3.96%
FINVX
- 1D
- -0.52%
- 1M
- 2.00%
- 6M
- 5.02%
- YTD
- 11.28%
- 1Y
- 28.13%
- 3Y*
- 22.36%
- 5Y*
- 14.96%
- 10Y*
- 11.21%
- ALL TIME*
- 6.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IVFIX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVFIX Federated Hermes International Strategic Value Dividend Fund | 11.54% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
FINVX Fidelity Series International Value Fund | 11.28% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Correlation
The correlation between IVFIX and FINVX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2009 | 0.82 |
Over the past year, the correlation between IVFIX and FINVX has dropped to 0.53 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
IVFIX vs. FINVX — Risk / Return Rank
IVFIX
FINVX
IVFIX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes International Strategic Value Dividend Fund (IVFIX) and Fidelity Series International Value Fund (FINVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVFIX | FINVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.33 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 2.67 | +1.53 |
| Martin ratioReturn relative to average drawdown | 9.64 | 9.89 | -0.25 |
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Drawdowns
IVFIX vs. FINVX - Drawdown Comparison
The maximum IVFIX drawdown since its inception was -51.49%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for IVFIX and FINVX.
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Drawdown Indicators
| IVFIX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -42.48% | -9.01% |
Max Drawdown (1Y)Largest decline over 1 year | -6.97% | -10.38% | +3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -10.75% | -14.60% | +3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -27.13% | +5.84% |
Max Drawdown (10Y)Largest decline over 10 years | -33.46% | -42.48% | +9.02% |
Current DrawdownCurrent decline from peak | -0.96% | -0.52% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -8.97% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.79% | +0.03% |
Volatility
IVFIX vs. FINVX - Volatility Comparison
The current volatility for Federated Hermes International Strategic Value Dividend Fund (IVFIX) is 3.27%, while Fidelity Series International Value Fund (FINVX) has a volatility of 4.36%. This indicates that IVFIX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVFIX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 4.36% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 12.74% | -3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.09% | 15.12% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.13% | 16.69% | -3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 17.74% | -3.18% |
IVFIX vs. FINVX - Expense Ratio Comparison
IVFIX has a 0.86% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Dividends
IVFIX vs. FINVX - Dividend Comparison
IVFIX's dividend yield for the trailing twelve months is around 3.54%, less than FINVX's 10.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 10.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.54% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Frequently Asked Questions
IVFIX and FINVX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FINVX has higher volatility (4.36%) compared to IVFIX (3.27%). In terms of maximum drawdown, IVFIX dropped -51.49% vs FINVX's -42.48%.
IVFIX currently has the higher Sharpe Ratio (2.43 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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