VIHAX vs. SWISX
Compare and contrast key facts about Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) and Schwab International Index Fund (SWISX).
VIHAX is managed by Vanguard. It was launched on Mar 2, 2016. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIHAX or SWISX.
Key characteristics
| VIHAX | SWISX | |
|---|---|---|
| YTD Return | 10.16% | 7.00% |
| 1Y Return | 20.70% | 18.26% |
| 3Y Return (Ann) | 6.21% | 2.28% |
| 5Y Return (Ann) | 7.28% | 6.14% |
| Sharpe Ratio | 1.90 | 1.44 |
| Sortino Ratio | 2.59 | 2.05 |
| Omega Ratio | 1.33 | 1.25 |
| Calmar Ratio | 3.33 | 1.83 |
| Martin Ratio | 11.15 | 7.56 |
| Ulcer Index | 1.92% | 2.48% |
| Daily Std Dev | 11.26% | 13.04% |
| Max Drawdown | -39.72% | -60.65% |
| Current Drawdown | -4.19% | -6.36% |
Correlation
The correlation between VIHAX and SWISX is 0.95, 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.
Performance
VIHAX vs. SWISX - Performance Comparison
In the year-to-date period, VIHAX achieves a 10.16% return, which is significantly higher than SWISX's 7.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIHAX vs. SWISX - Expense Ratio Comparison
VIHAX has a 0.22% expense ratio, which is higher than SWISX's 0.06% 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%.
Risk-Adjusted Performance
VIHAX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) and Schwab International Index Fund (SWISX). 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.
Dividends
VIHAX vs. SWISX - Dividend Comparison
VIHAX's dividend yield for the trailing twelve months is around 4.50%, more than SWISX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 4.50% | 4.59% | 4.70% | 4.30% | 3.22% | 4.20% | 4.28% | 3.16% | 2.37% | 0.00% | 0.00% | 0.00% |
SWISX Schwab International Index Fund | 3.09% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% | 2.54% |
Drawdowns
VIHAX vs. SWISX - Drawdown Comparison
The maximum VIHAX drawdown since its inception was -39.72%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for VIHAX and SWISX. For additional features, visit the drawdowns tool.
Volatility
VIHAX vs. SWISX - Volatility Comparison
The current volatility for Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) is 3.52%, while Schwab International Index Fund (SWISX) has a volatility of 3.96%. This indicates that VIHAX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.