POIIX vs. VEA
POIIX (Polen International Growth Fund) and VEA (Vanguard FTSE Developed Markets ETF) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 9.76%/yr for VEA. Their correlation of 0.82 means they have usually moved in the same direction. POIIX charges 1.03%/yr vs 0.03%/yr for VEA.
Performance
POIIX vs. VEA - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than VEA's 13.84% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -5.46%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
VEA
- 1D
- -0.66%
- 1M
- -0.27%
- 6M
- 7.42%
- YTD
- 13.84%
- 1Y
- 29.71%
- 3Y*
- 18.08%
- 5Y*
- 9.76%
- 10Y*
- 10.05%
- ALL TIME*
- 5.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $674.44M | $796.70M | $806.62M |
POIIX vs. VEA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
VEA Vanguard FTSE Developed Markets ETF | 13.84% | 35.16% | 3.15% | 17.93% | -15.34% | 11.66% | 9.71% | 22.62% | -14.75% | 26.42% |
Correlation
The correlation between POIIX and VEA is 0.80, 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. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.82 |
The correlation between POIIX and VEA has been stable across timeframes, ranging from 0.78 to 0.82 - a consistent structural relationship.
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Return for Risk
POIIX vs. VEA — Risk / Return Rank
POIIX
VEA
POIIX vs. VEA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Vanguard FTSE Developed Markets ETF (VEA). 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.
| POIIX | VEA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -2.84 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.31 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 2.53 | -2.95 |
| Martin ratioReturn relative to average drawdown | -0.89 | 9.44 | -10.33 |
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Drawdowns
POIIX vs. VEA - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum VEA drawdown of -60.68%. Use the drawdown chart below to compare losses from any high point for POIIX and VEA.
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Drawdown Indicators
| POIIX | VEA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -60.68% | +21.87% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -11.63% | -9.86% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -13.45% | -12.00% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -29.71% | -9.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.73% | — |
Current DrawdownCurrent decline from peak | -19.73% | -2.45% | -17.28% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -13.20% | +2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 3.10% | +7.59% |
Volatility
POIIX vs. VEA - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Vanguard FTSE Developed Markets ETF (VEA) at 5.40%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | VEA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.40% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 15.40% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 17.25% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 16.84% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 17.21% | +1.54% |
POIIX vs. VEA - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than VEA's 0.03% expense ratio.
Dividends
POIIX vs. VEA - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than VEA's 2.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 2.57% | 3.22% | 3.35% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% |
Frequently Asked Questions
POIIX and VEA have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to VEA (5.40%). In terms of maximum drawdown, POIIX dropped -38.81% vs VEA's -60.68%.
VEA currently has the higher Sharpe Ratio (1.71 vs -0.43), 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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