NQCRX vs. VIHAX
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. VIHAX is managed by Vanguard. It was launched on Mar 2, 2016.
Performance
NQCRX vs. VIHAX - Performance Comparison
Loading graphics...
NQCRX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 5.72% | 22.44% | 17.74% | 13.76% | -1.07% | 25.38% | -0.27% | 47.63% | -15.47% | 15.46% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 6.62% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Returns By Period
In the year-to-date period, NQCRX achieves a 5.72% return, which is significantly lower than VIHAX's 6.62% return. Over the past 10 years, NQCRX has outperformed VIHAX with an annualized return of 13.38%, while VIHAX has yielded a comparatively lower 10.53% annualized return.
NQCRX
- 1D
- 0.68%
- 1M
- -1.34%
- YTD
- 5.72%
- 6M
- 11.28%
- 1Y
- 26.61%
- 3Y*
- 19.24%
- 5Y*
- 13.35%
- 10Y*
- 13.38%
VIHAX
- 1D
- 1.12%
- 1M
- -1.00%
- YTD
- 6.62%
- 6M
- 14.18%
- 1Y
- 33.75%
- 3Y*
- 20.75%
- 5Y*
- 12.68%
- 10Y*
- 10.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NQCRX vs. VIHAX - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is higher than VIHAX's 0.22% expense ratio.
Return for Risk
NQCRX vs. VIHAX — Risk / Return Rank
NQCRX
VIHAX
NQCRX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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.
| NQCRX | VIHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 2.39 | -0.83 |
Sortino ratioReturn per unit of downside risk | 2.13 | 3.04 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.49 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 3.24 | -1.12 |
Martin ratioReturn relative to average drawdown | 10.23 | 13.18 | -2.95 |
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
| NQCRX | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 2.39 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.93 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.66 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.66 | -0.29 |
Correlation
The correlation between NQCRX and VIHAX 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.
Dividends
NQCRX vs. VIHAX - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 6.91%, more than VIHAX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 6.91% | 7.30% | 6.82% | 2.22% | 4.63% | 20.85% | 17.95% | 26.88% | 34.12% | 27.42% | 10.74% | 61.01% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.58% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
Drawdowns
NQCRX vs. VIHAX - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -57.85%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for NQCRX and VIHAX.
Loading graphics...
Drawdown Indicators
| NQCRX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.85% | -38.80% | -19.05% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -9.53% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -17.61% | -23.92% | +6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -41.84% | -38.80% | -3.04% |
Current DrawdownCurrent decline from peak | -3.11% | -5.60% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -6.09% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.62% | +0.18% |
Volatility
NQCRX vs. VIHAX - Volatility Comparison
The current volatility for Nuveen Large Cap Value Fund (NQCRX) is 5.08%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 5.58%. This indicates that NQCRX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NQCRX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 5.58% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 9.13% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 14.31% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 13.69% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 15.92% | +3.01% |