VIHAX vs. VTRIX
Compare and contrast key facts about Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) and Vanguard International Value Fund (VTRIX).
VIHAX is managed by Vanguard. It was launched on Mar 2, 2016. VTRIX is managed by Vanguard. It was launched on May 16, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIHAX or VTRIX.
Key characteristics
| VIHAX | VTRIX | |
|---|---|---|
| YTD Return | 10.35% | 5.72% |
| 1Y Return | 21.60% | 15.78% |
| 3Y Return (Ann) | 6.21% | 2.11% |
| 5Y Return (Ann) | 7.12% | 5.75% |
| Sharpe Ratio | 1.91 | 1.22 |
| Sortino Ratio | 2.60 | 1.78 |
| Omega Ratio | 1.33 | 1.22 |
| Calmar Ratio | 3.34 | 1.33 |
| Martin Ratio | 11.31 | 6.05 |
| Ulcer Index | 1.90% | 2.55% |
| Daily Std Dev | 11.25% | 12.65% |
| Max Drawdown | -39.72% | -59.40% |
| Current Drawdown | -4.02% | -5.56% |
Correlation
The correlation between VIHAX and VTRIX is 0.96, 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. VTRIX - Performance Comparison
In the year-to-date period, VIHAX achieves a 10.35% return, which is significantly higher than VTRIX's 5.72% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIHAX vs. VTRIX - Expense Ratio Comparison
VIHAX has a 0.22% expense ratio, which is lower than VTRIX's 0.36% expense ratio.
Risk-Adjusted Performance
VIHAX vs. VTRIX - 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 Vanguard International Value Fund (VTRIX). 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. VTRIX - Dividend Comparison
VIHAX's dividend yield for the trailing twelve months is around 4.50%, more than VTRIX's 2.63% 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% |
VTRIX Vanguard International Value Fund | 2.63% | 2.78% | 2.75% | 2.61% | 1.58% | 2.96% | 2.94% | 1.86% | 2.29% | 2.13% | 2.79% | 1.86% |
Drawdowns
VIHAX vs. VTRIX - Drawdown Comparison
The maximum VIHAX drawdown since its inception was -39.72%, smaller than the maximum VTRIX drawdown of -59.40%. Use the drawdown chart below to compare losses from any high point for VIHAX and VTRIX. For additional features, visit the drawdowns tool.
Volatility
VIHAX vs. VTRIX - Volatility Comparison
The current volatility for Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) is 3.56%, while Vanguard International Value Fund (VTRIX) has a volatility of 4.46%. This indicates that VIHAX experiences smaller price fluctuations and is considered to be less risky than VTRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.