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VIDI vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VIDI vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vident International Equity Fund (VIDI) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VIDI achieves a 20.85% return, which is significantly higher than SGOV's 1.70% return.


VIDI

1D
-0.20%
1M
0.74%
YTD
20.85%
6M
21.21%
1Y
46.51%
3Y*
26.40%
5Y*
12.56%
10Y*
11.41%

SGOV

1D
0.01%
1M
0.27%
YTD
1.70%
6M
1.80%
1Y
3.93%
3Y*
4.68%
5Y*
3.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIDI vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
VIDI
Vident International Equity Fund
20.85%41.83%6.03%18.92%-13.83%11.93%30.14%
SGOV
iShares 0-3 Month Treasury Bond ETF
1.70%4.24%5.27%5.12%1.58%0.04%0.04%

Correlation

The correlation between VIDI and SGOV is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

-0.03

Correlation (5Y)
Calculated over the trailing 5-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since May 28, 2020

-0.02

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Return for Risk

VIDI vs. SGOV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIDI
VIDI Risk / Return Rank: 8989
Overall Rank
VIDI Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
VIDI Sortino Ratio Rank: 9090
Sortino Ratio Rank
VIDI Omega Ratio Rank: 9191
Omega Ratio Rank
VIDI Calmar Ratio Rank: 8686
Calmar Ratio Rank
VIDI Martin Ratio Rank: 8585
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VIDI vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vident International Equity Fund (VIDI) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


VIDISGOVDifference
Sharpe ratioReturn per unit of total volatility

-17.34

Sortino ratioReturn per unit of downside risk

-270.30

Omega ratioGain probability vs. loss probability

1.56

194.55

-192.99

Calmar ratioReturn relative to maximum drawdown

4.64

396.11

-391.47

Martin ratioReturn relative to average drawdown

17.13

4,438.60

-4,421.47

VIDI vs. SGOV - Sharpe Ratio Comparison

The current VIDI Sharpe Ratio is 3.04, which is lower than the SGOV Sharpe Ratio of 20.38. The chart below compares the historical Sharpe Ratios of VIDI and SGOV, 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

VIDI vs. SGOV - Drawdown Comparison

The maximum VIDI drawdown since its inception was -48.39%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for VIDI and SGOV.


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Drawdown Indicators


VIDISGOVDifference

Max Drawdown

Largest peak-to-trough decline

-48.39%

-0.03%

-48.36%

Max Drawdown (1Y)

Largest decline over 1 year

-10.07%

-0.01%

-10.06%

Max Drawdown (3Y)

Largest decline over 3 years

-14.54%

-0.01%

-14.53%

Max Drawdown (5Y)

Largest decline over 5 years

-28.35%

-0.03%

-28.32%

Max Drawdown (10Y)

Largest decline over 10 years

-48.39%

Current Drawdown

Current decline from peak

-2.40%

0.00%

-2.40%

Average Drawdown

Average peak-to-trough decline

-10.37%

-0.00%

-10.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

0.00%

+2.72%

Volatility

VIDI vs. SGOV - Volatility Comparison

Vident International Equity Fund (VIDI) has a higher volatility of 6.35% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that VIDI's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIDISGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.35%

0.06%

+6.29%

Volatility (6M)

Calculated over the trailing 6-month period

13.12%

0.13%

+12.99%

Volatility (1Y)

Calculated over the trailing 1-year period

15.38%

0.19%

+15.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.10%

0.24%

+15.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

0.24%

+17.80%

VIDI vs. SGOV - Expense Ratio Comparison

VIDI has a 0.59% expense ratio, which is higher than SGOV's 0.09% expense ratio.


Dividends

VIDI vs. SGOV - Dividend Comparison

VIDI's dividend yield for the trailing twelve months is around 3.86%, which matches SGOV's 3.85% yield.


PositionTTM20252024202320222021202020192018201720162015
SGOV
iShares 0-3 Month Treasury Bond ETF
3.85%4.10%5.10%4.87%1.45%0.03%0.05%0.00%0.00%0.00%0.00%0.00%
VIDI
Vident International Equity Fund
3.86%4.26%4.93%4.14%5.85%4.62%2.51%3.35%2.80%2.21%1.92%2.25%

Frequently Asked Questions


VIDI and SGOV have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIDI has higher volatility (6.35%) compared to SGOV (0.06%). In terms of maximum drawdown, VIDI dropped -48.39% vs SGOV's -0.03%.

On 5-year performance, VIDI leads with 12.56% vs 3.58% for SGOV. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VIDI has performed better with a 12.56% return vs 3.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV is cheaper with a 0.09% expense ratio, compared with 0.59% for VIDI.

VIDI has the higher dividend yield at 3.86%, compared with 3.85% for SGOV.

VIDI is categorized as Foreign Large Cap Equities, while SGOV is Ultrashort Bond. VIDI tracks Vident International Equity Index, while SGOV tracks ICE 0-3 Month US Treasury Securities Index. They also come from different issuers: Vident and iShares. Their fees differ too: 0.59% for VIDI and 0.09% for SGOV.

SGOV currently has the higher Sharpe Ratio (20.38 vs 3.04), 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

Find the right allocation for VIDI and SGOV

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