POIIX vs. VIHAX
POIIX (Polen International Growth Fund) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both mutual funds - POIIX is a Foreign Large Cap Equities fund managed by Polen, while VIHAX is a Large Cap Value Equities fund tracking the FTSE All-World ex US High Dividend Yield Index. Over the past 5 years, POIIX returned -3.72%/yr vs 14.01%/yr for VIHAX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. POIIX charges 1.03%/yr vs 0.16%/yr for VIHAX.
Performance
POIIX vs. VIHAX - 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 VIHAX's 17.32% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
VIHAX
- 1D
- -0.62%
- 1M
- 4.34%
- 6M
- 10.32%
- YTD
- 17.32%
- 1Y
- 34.48%
- 3Y*
- 21.86%
- 5Y*
- 14.01%
- 10Y*
- 11.24%
- ALL TIME*
- 11.22%
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 |
POIIX vs. VIHAX - 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% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 17.32% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Correlation
The correlation between POIIX and VIHAX is 0.63, 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. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.72 |
The correlation between POIIX and VIHAX has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.
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Return for Risk
POIIX vs. VIHAX — Risk / Return Rank
POIIX
VIHAX
POIIX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) 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.
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 | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.29 | ||
| Sortino ratioReturn per unit of downside risk | -4.42 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.53 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 3.63 | -4.05 |
| Martin ratioReturn relative to average drawdown | -0.89 | 13.90 | -14.79 |
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Drawdowns
POIIX vs. VIHAX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, roughly equal to the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for POIIX and VIHAX.
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Drawdown Indicators
| POIIX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -38.80% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -9.53% | -11.96% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -12.29% | -13.16% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -23.92% | -14.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.80% | — |
Current DrawdownCurrent decline from peak | -19.73% | -0.62% | -19.11% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -5.94% | -4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 2.49% | +8.20% |
Volatility
POIIX vs. VIHAX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) at 3.46%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 3.46% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 10.28% | +6.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 12.13% | +8.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 13.76% | +6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 15.55% | +3.20% |
POIIX vs. VIHAX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than VIHAX's 0.16% expense ratio.
Dividends
POIIX vs. VIHAX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than VIHAX's 3.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.45% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% |
Frequently Asked Questions
POIIX and VIHAX have a correlation of 0.63, 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 VIHAX (3.46%). In terms of maximum drawdown, POIIX dropped -38.81% vs VIHAX's -38.80%.
VIHAX currently has the higher Sharpe Ratio (2.86 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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