SVAAX vs. VIHAX
SVAAX (Federated Hermes Strategic Value Dividend Fund Class A) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both mutual funds - SVAAX is a Dividend fund actively managed by Federated Hermes, while VIHAX is a Large Cap Value Equities fund managed by Vanguard. Over the past 10 years, SVAAX returned 7.77%/yr vs 10.73%/yr for VIHAX. A 0.65 correlation means they provide meaningful diversification when combined. SVAAX charges 1.06%/yr vs 0.22%/yr for VIHAX.
Performance
SVAAX vs. VIHAX - Performance Comparison
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Returns By Period
In the year-to-date period, SVAAX achieves a 8.08% return, which is significantly lower than VIHAX's 11.64% return. Over the past 10 years, SVAAX has underperformed VIHAX with an annualized return of 7.77%, while VIHAX has yielded a comparatively higher 10.73% annualized return.
SVAAX
- 1D
- -0.59%
- 1M
- -1.07%
- YTD
- 8.08%
- 6M
- 8.29%
- 1Y
- 18.77%
- 3Y*
- 14.86%
- 5Y*
- 9.82%
- 10Y*
- 7.77%
VIHAX
- 1D
- -0.82%
- 1M
- 1.22%
- YTD
- 11.64%
- 6M
- 14.70%
- 1Y
- 30.20%
- 3Y*
- 22.11%
- 5Y*
- 12.01%
- 10Y*
- 10.73%
SVAAX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 8.08% | 14.42% | 16.29% | -2.07% | 8.07% | 21.36% | -8.15% | 19.42% | -8.44% | 14.69% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 11.64% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Correlation
The correlation between SVAAX and VIHAX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2016 | 0.65 |
The correlation between SVAAX and VIHAX shifts across timeframes, from 0.46 (1 year) to 0.66 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
SVAAX vs. VIHAX — Risk / Return Rank
SVAAX
VIHAX
SVAAX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) 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.
| SVAAX | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.47 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | 3.22 | +1.65 |
| Martin ratioReturn relative to average drawdown | 13.06 | 12.29 | +0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SVAAX | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.22 | 2.58 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.88 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.68 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.69 | -0.21 |
Drawdowns
SVAAX vs. VIHAX - Drawdown Comparison
The maximum SVAAX drawdown since its inception was -51.16%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for SVAAX and VIHAX.
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Drawdown Indicators
| SVAAX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.16% | -38.80% | -12.36% |
Max Drawdown (1Y)Largest decline over 1 year | -4.71% | -9.53% | +4.82% |
Max Drawdown (3Y)Largest decline over 3 years | -12.84% | -12.29% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -16.17% | -23.92% | +7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -36.47% | -38.80% | +2.33% |
Current DrawdownCurrent decline from peak | -3.90% | -1.15% | -2.75% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -6.02% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.49% | +0.12% |
Volatility
SVAAX vs. VIHAX - Volatility Comparison
Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) has a higher volatility of 3.63% compared to Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) at 3.44%. This indicates that SVAAX'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
| SVAAX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 3.44% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 7.39% | 9.68% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 11.90% | -1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.66% | 13.75% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 15.89% | -0.50% |
SVAAX vs. VIHAX - Expense Ratio Comparison
SVAAX has a 1.06% expense ratio, which is higher than VIHAX's 0.22% expense ratio.
Dividends
SVAAX vs. VIHAX - Dividend Comparison
SVAAX's dividend yield for the trailing twelve months is around 5.91%, more than VIHAX's 3.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 5.91% | 5.80% | 7.38% | 4.10% | 9.49% | 3.50% | 4.06% | 8.55% | 8.39% | 10.16% | 5.00% | 8.45% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.42% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
Frequently Asked Questions
SVAAX and VIHAX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SVAAX has higher volatility (3.63%) compared to VIHAX (3.44%). In terms of maximum drawdown, SVAAX dropped -51.16% vs VIHAX's -38.80%.
VIHAX currently has the higher Sharpe Ratio (2.58 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.
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