QISIX vs. VFSAX
Compare and contrast key facts about Pear Tree Polaris International Opportunities Fund (QISIX) and Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares (VFSAX).
QISIX is managed by Pear Tree Funds. It was launched on Jan 28, 2019. VFSAX is managed by Vanguard. It was launched on Feb 7, 2019.
Performance
QISIX vs. VFSAX - Performance Comparison
Loading graphics...
QISIX vs. VFSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QISIX Pear Tree Polaris International Opportunities Fund | -2.49% | 18.14% | -5.09% | 16.38% | -19.17% | 3.48% | 13.72% | 18.84% |
VFSAX Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares | -1.10% | 29.89% | 2.58% | 15.13% | -21.30% | 12.68% | 11.90% | 13.47% |
Returns By Period
In the year-to-date period, QISIX achieves a -2.49% return, which is significantly lower than VFSAX's -1.10% return.
QISIX
- 1D
- -0.77%
- 1M
- -9.59%
- YTD
- -2.49%
- 6M
- -4.04%
- 1Y
- 11.49%
- 3Y*
- 5.28%
- 5Y*
- 0.39%
- 10Y*
- —
VFSAX
- 1D
- -0.57%
- 1M
- -11.48%
- YTD
- -1.10%
- 6M
- 1.44%
- 1Y
- 26.75%
- 3Y*
- 12.70%
- 5Y*
- 5.14%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
QISIX vs. VFSAX - Expense Ratio Comparison
QISIX has a 1.22% expense ratio, which is higher than VFSAX's 0.16% expense ratio.
Return for Risk
QISIX vs. VFSAX — Risk / Return Rank
QISIX
VFSAX
QISIX vs. VFSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris International Opportunities Fund (QISIX) and Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares (VFSAX). 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.
| QISIX | VFSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.78 | -1.09 |
Sortino ratioReturn per unit of downside risk | 0.97 | 2.29 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.35 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 2.09 | -1.33 |
Martin ratioReturn relative to average drawdown | 2.58 | 8.37 | -5.79 |
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
| QISIX | VFSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.78 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.35 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.46 | -0.13 |
Correlation
The correlation between QISIX and VFSAX is 0.71, 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
QISIX vs. VFSAX - Dividend Comparison
QISIX's dividend yield for the trailing twelve months is around 1.94%, less than VFSAX's 3.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QISIX Pear Tree Polaris International Opportunities Fund | 1.94% | 1.89% | 3.29% | 1.27% | 1.66% | 2.52% | 0.68% | 0.30% |
VFSAX Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares | 3.34% | 3.31% | 3.36% | 3.06% | 2.22% | 2.67% | 1.85% | 3.19% |
Drawdowns
QISIX vs. VFSAX - Drawdown Comparison
The maximum QISIX drawdown since its inception was -41.11%, roughly equal to the maximum VFSAX drawdown of -39.86%. Use the drawdown chart below to compare losses from any high point for QISIX and VFSAX.
Loading graphics...
Drawdown Indicators
| QISIX | VFSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.11% | -39.86% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.48% | -11.48% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.79% | -33.81% | -3.98% |
Current DrawdownCurrent decline from peak | -9.78% | -11.48% | +1.70% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -9.42% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.86% | +0.35% |
Volatility
QISIX vs. VFSAX - Volatility Comparison
Pear Tree Polaris International Opportunities Fund (QISIX) and Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares (VFSAX) have volatilities of 5.98% and 6.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| QISIX | VFSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.00% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 9.85% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.16% | 14.43% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 14.86% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 17.01% | -1.05% |