VIHAX vs. FBLEX
VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) and FBLEX (Fidelity Series Stock Selector Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, VIHAX returned 10.82%/yr vs 11.89%/yr for FBLEX. A 0.78 correlation means they provide meaningful diversification when combined. VIHAX charges 0.22%/yr vs 0.01%/yr for FBLEX.
Performance
VIHAX vs. FBLEX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VIHAX achieves a 12.57% return, which is significantly higher than FBLEX's 8.36% return. Over the past 10 years, VIHAX has underperformed FBLEX with an annualized return of 10.82%, while FBLEX has yielded a comparatively higher 11.89% annualized return.
VIHAX
- 1D
- 0.64%
- 1M
- 2.92%
- YTD
- 12.57%
- 6M
- 16.00%
- 1Y
- 31.59%
- 3Y*
- 22.45%
- 5Y*
- 12.36%
- 10Y*
- 10.82%
FBLEX
- 1D
- 0.33%
- 1M
- 2.07%
- YTD
- 8.36%
- 6M
- 9.82%
- 1Y
- 22.33%
- 3Y*
- 19.15%
- 5Y*
- 11.55%
- 10Y*
- 11.89%
VIHAX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 12.57% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 8.36% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Correlation
The correlation between VIHAX and FBLEX is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2016 | 0.78 |
The correlation between VIHAX and FBLEX has been stable across timeframes, ranging from 0.69 to 0.78 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VIHAX vs. FBLEX — Risk / Return Rank
VIHAX
FBLEX
VIHAX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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.
| VIHAX | FBLEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.40 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.27 | 3.35 | -0.08 |
| Martin ratioReturn relative to average drawdown | 12.49 | 13.56 | -1.06 |
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 charts...
Sharpe Ratios by Period
| VIHAX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 2.20 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.78 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.69 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.73 | -0.04 |
Drawdowns
VIHAX vs. FBLEX - Drawdown Comparison
The maximum VIHAX drawdown since its inception was -38.80%, roughly equal to the maximum FBLEX drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for VIHAX and FBLEX.
Loading charts...
Drawdown Indicators
| VIHAX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.80% | -39.73% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -9.53% | -6.89% | -2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -12.29% | -14.71% | +2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -23.92% | -19.00% | -4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -39.73% | +0.93% |
Current DrawdownCurrent decline from peak | -0.33% | -0.20% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -3.83% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.70% | +0.79% |
Volatility
VIHAX vs. FBLEX - Volatility Comparison
Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a higher volatility of 3.46% compared to Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) at 2.69%. This indicates that VIHAX's price experiences larger fluctuations and is considered to be riskier than FBLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VIHAX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.69% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 7.89% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.89% | 10.50% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 14.79% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 17.40% | -1.50% |
VIHAX vs. FBLEX - Expense Ratio Comparison
VIHAX has a 0.22% expense ratio, which is higher than FBLEX's 0.01% 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
VIHAX vs. FBLEX - Dividend Comparison
VIHAX's dividend yield for the trailing twelve months is around 3.39%, less than FBLEX's 10.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 10.25% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.39% | 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
VIHAX and FBLEX have a correlation of 0.70, 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 FBLEX (2.69%). In terms of maximum drawdown, VIHAX dropped -38.80% vs FBLEX's -39.73%.
VIHAX currently has the higher Sharpe Ratio (2.63 vs 2.20), 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.
Find the right allocation for VIHAX and FBLEX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer