VIHAX vs. SWPPX
Compare and contrast key facts about Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) and Schwab S&P 500 Index Fund (SWPPX).
VIHAX is managed by Vanguard. It was launched on Mar 2, 2016. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
VIHAX vs. SWPPX - Performance Comparison
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VIHAX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.08% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, VIHAX achieves a 3.08% return, which is significantly higher than SWPPX's -7.07% return. Over the past 10 years, VIHAX has underperformed SWPPX with an annualized return of 10.16%, while SWPPX has yielded a comparatively higher 13.71% annualized return.
VIHAX
- 1D
- 0.23%
- 1M
- -8.45%
- YTD
- 3.08%
- 6M
- 10.44%
- 1Y
- 30.03%
- 3Y*
- 19.39%
- 5Y*
- 12.05%
- 10Y*
- 10.16%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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VIHAX vs. SWPPX - Expense Ratio Comparison
VIHAX has a 0.22% expense ratio, which is higher than SWPPX's 0.02% 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%.
Return for Risk
VIHAX vs. SWPPX — Risk / Return Rank
VIHAX
SWPPX
VIHAX vs. SWPPX - 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 Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.07 | 0.84 | +1.24 |
Sortino ratioReturn per unit of downside risk | 2.66 | 1.30 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.20 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.06 | +1.55 |
Martin ratioReturn relative to average drawdown | 10.91 | 5.14 | +5.78 |
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
| VIHAX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 0.84 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.68 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.76 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.48 | +0.16 |
Correlation
The correlation between VIHAX and SWPPX is 0.72, 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.
Dividends
VIHAX vs. SWPPX - Dividend Comparison
VIHAX's dividend yield for the trailing twelve months is around 3.71%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.71% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
VIHAX vs. SWPPX - Drawdown Comparison
The maximum VIHAX drawdown since its inception was -38.80%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VIHAX and SWPPX.
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Drawdown Indicators
| VIHAX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.80% | -55.06% | +16.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | -12.10% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -23.92% | -24.51% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -33.80% | -5.00% |
Current DrawdownCurrent decline from peak | -8.73% | -8.89% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -10.00% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.49% | +0.08% |
Volatility
VIHAX vs. SWPPX - Volatility Comparison
Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a higher volatility of 5.68% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that VIHAX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIHAX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 4.29% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 9.11% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.15% | 18.14% | -3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.65% | 16.89% | -3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.91% | 18.19% | -2.28% |