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SSHQX vs. VIHAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SSHQX vs. VIHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Hedged International Developed Equity Index Fund (SSHQX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SSHQX achieves a 14.11% return, which is significantly lower than VIHAX's 17.32% return. Over the past 10 years, SSHQX has outperformed VIHAX with an annualized return of 12.55%, while VIHAX has yielded a comparatively lower 11.24% annualized return.


SSHQX

1D
-0.51%
1M
0.56%
6M
9.17%
YTD
14.11%
1Y
29.34%
3Y*
18.37%
5Y*
13.95%
10Y*
12.55%
ALL TIME*
11.61%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

SSHQX vs. VIHAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSHQX
State Street Hedged International Developed Equity Index Fund
14.11%23.42%13.71%19.74%-4.73%19.32%2.47%24.83%-9.27%16.85%
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 SSHQX and VIHAX is 0.75, 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.

0.75

Correlation (3Y)
Balances recent behavior with more history.

0.73

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.76

Correlation (10Y)
Provides a long-term view across more market conditions.

0.79

Correlation (All Time)
Calculated using the full available price history since Mar 7, 2016

0.79

The correlation between SSHQX and VIHAX has been stable across timeframes, ranging from 0.73 to 0.79 - a consistent structural relationship.

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Return for Risk

SSHQX vs. VIHAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SSHQX
SSHQX Risk / Return Rank: 8686
Overall Rank
SSHQX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
SSHQX Sortino Ratio Rank: 8585
Sortino Ratio Rank
SSHQX Omega Ratio Rank: 8585
Omega Ratio Rank
SSHQX Calmar Ratio Rank: 8383
Calmar Ratio Rank
SSHQX Martin Ratio Rank: 8888
Martin Ratio Rank

VIHAX
VIHAX Risk / Return Rank: 9494
Overall Rank
VIHAX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
VIHAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
VIHAX Omega Ratio Rank: 9393
Omega Ratio Rank
VIHAX Calmar Ratio Rank: 9191
Calmar Ratio Rank
VIHAX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SSHQX vs. VIHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Hedged International Developed Equity Index Fund (SSHQX) 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.


SSHQXVIHAXDifference
Sharpe ratioReturn per unit of total volatility

-0.64

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

1.43

1.53

-0.10

Calmar ratioReturn relative to maximum drawdown

2.88

3.63

-0.76

Martin ratioReturn relative to average drawdown

11.97

13.90

-1.93

SSHQX vs. VIHAX - Sharpe Ratio Comparison

The current SSHQX Sharpe Ratio is 2.22, which is comparable to the VIHAX Sharpe Ratio of 2.86. The chart below compares the historical Sharpe Ratios of SSHQX and VIHAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SSHQX vs. VIHAX - Drawdown Comparison

The maximum SSHQX drawdown since its inception was -31.84%, smaller than the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for SSHQX and VIHAX.


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Drawdown Indicators


SSHQXVIHAXDifference

Max Drawdown

Largest peak-to-trough decline

-31.84%

-38.80%

+6.96%

Max Drawdown (1Y)

Largest decline over 1 year

-9.69%

-9.53%

-0.16%

Max Drawdown (3Y)

Largest decline over 3 years

-13.99%

-12.29%

-1.70%

Max Drawdown (5Y)

Largest decline over 5 years

-14.79%

-23.92%

+9.13%

Max Drawdown (10Y)

Largest decline over 10 years

-31.84%

-38.80%

+6.96%

Current Drawdown

Current decline from peak

-0.51%

-0.62%

+0.11%

Average Drawdown

Average peak-to-trough decline

-3.32%

-5.94%

+2.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

2.49%

-0.16%

Volatility

SSHQX vs. VIHAX - Volatility Comparison

State Street Hedged International Developed Equity Index Fund (SSHQX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) have volatilities of 3.36% and 3.46%, 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.


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Volatility by Period


SSHQXVIHAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.36%

3.46%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

10.35%

10.28%

+0.07%

Volatility (1Y)

Calculated over the trailing 1-year period

12.59%

12.13%

+0.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.48%

13.76%

-0.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.96%

15.55%

-0.59%

SSHQX vs. VIHAX - Expense Ratio Comparison

SSHQX has a 0.20% expense ratio, which is higher than VIHAX's 0.16% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SSHQX vs. VIHAX - Dividend Comparison

SSHQX's dividend yield for the trailing twelve months is around 3.16%, less than VIHAX's 3.45% yield.


PositionTTM2025202420232022202120202019201820172016
SSHQX
State Street Hedged International Developed Equity Index Fund
3.16%3.60%3.11%3.77%22.27%2.93%2.03%5.14%7.33%3.12%4.30%
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


SSHQX and VIHAX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIHAX has higher volatility (3.46%) compared to SSHQX (3.36%). In terms of maximum drawdown, SSHQX dropped -31.84% vs VIHAX's -38.80%.

VIHAX currently has the higher Sharpe Ratio (2.86 vs 2.22), 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.

Portfolio Optimizer

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