Author: Hamid Bulut
Date: 2026-06-18

# Comparing Intersectional Inequality Across Groups

#### Hamid Bulut

#### 2026-06-18

## Introduction

MAIHDA is often used to estimate how much outcome variation lies between intersectional strata in a single population. The group comparison workflow asks a related contextual question: is intersectional inequality larger in some higher-level groups than in others?

Examples include comparing gender-by-class inequality across countries, race-by-gender inequality across regions, or intersectional inequality across survey waves. In the MAIHDA package, this is handled by `maihda()` with a `group` argument or, when you want only the group comparison table, by `compare_maihda_groups()`.

## Example data: countries, gender, and socioeconomic status

The package includes `maihda_country_data`, a teaching dataset based on a balanced subset of OECD PISA 2018 data. Each row is a student, the outcome is a mathematics score, and the intersectional strata are formed by `gender` and `ses`.

The higher-level grouping variable is `country`, which lets us ask whether the VPC/ICC for gender-by-SES inequality differs across countries.

    library(MAIHDA)
    data("maihda_country_data")

    country_counts <- as.data.frame(table(maihda_country_data$country))
    names(country_counts) <- c("country", "n")
    country_counts
    #>          country   n
    #> 1        Finland 600
    #> 2        Germany 600
    #> 3 United Kingdom 600
    #> 4          Italy 600
    #> 5          Japan 600
    #> 6         Mexico 600

    table(maihda_country_data$gender, maihda_country_data$ses)
    #>
    #>          Low Medium High
    #>   female 619    571  588
    #>   male   581    629  612

## One-call workflow

Use `maihda()` when you want the full decomposition and the group comparison in one object. The formula below defines six intersectional strata (`gender:ses`) and asks for a separate decomposition within each country. Because `maihda()` is a two-model workflow, it fits both the null and the adjusted model overall and within each country, so the group table also carries a per-country PCV (the additive share of that country’s intersectional inequality).

    # gender + ses are written as additive fixed effects (the adjusted model); maihda()
    # derives the null by dropping them, both overall and within each country.
    analysis <- maihda(
      math ~ gender + ses + (1 | gender:ses),
      data = maihda_country_data,
      group = "country"
    )
    #> boundary (singular) fit: see help('isSingular')
    #> boundary (singular) fit: see help('isSingular')
    #> boundary (singular) fit: see help('isSingular')
    #> boundary (singular) fit: see help('isSingular')
    #> boundary (singular) fit: see help('isSingular')
    #> boundary (singular) fit: see help('isSingular')

    analysis
    #> MAIHDA Analysis
    #> ===============
    #>
    #> Null formula:    math ~ (1 | stratum)
    #> Adjusted formula:math ~ gender + ses + (1 | stratum)
    #> Engine: lme4 | Family: gaussian
    #> VPC/ICC (null): 0.1493
    #> PCV (null -> adjusted): 1.0000
    #> Between-stratum variance: 1124.7631 (null) -> 0.0000 (adjusted)
    #>   ~100.0% of the between-stratum variance is additive (the dimensions' main
    #>   effects); the remainder is the between-stratum variance remaining after the
    #>   additive main effects -- a model-dependent quantity
    #> Strata: 6
    #> Intersectional interactions: 0 of 6 strata flagged (95% interval, no multiplicity correction)
    #>   uncorrected across 6 strata; maihda_interactions(x, adjust = "BH") for an FDR screen
    #>
    #> Group comparison by 'country':
    #> MAIHDA Group Comparison
    #> =======================
    #>
    #> Group variable: country
    #> Engine: lme4  | Family: gaussian  | Strata: shared/global
    #>
    #>           group   n n_strata     vpc var_between var_other var_residual pcv
    #>         Finland 600        6 0.10994       785.8         0         6361   1
    #>         Germany 600        6 0.14448      1271.6         0         7529   1
    #>           Italy 600        6 0.11890      1065.3         0         7895   1
    #>           Japan 600        6 0.13344      1032.3         0         6704   1
    #>          Mexico 600        6 0.13649       771.5         0         4881   1
    #>  United Kingdom 600        6 0.06011       470.5         0         7357   1
    #>  var_between_adjusted status
    #>             0.000e+00     ok
    #>             0.000e+00     ok
    #>             0.000e+00     ok
    #>             3.782e-12     ok
    #>             0.000e+00     ok
    #>             0.000e+00     ok
    #>
    #> Use summary() for variance components and plot(type = ...) for figures.

The printed report includes the overall VPC/ICC and PCV first, then the country-level comparison. The group comparison is also stored in `analysis$groups`, so it can be inspected or saved as a regular data frame.

    group_results <- as.data.frame(analysis$groups)
    group_results[order(group_results$vpc, decreasing = TRUE),
                  c("group", "n", "n_strata", "vpc", "var_between",
                    "var_residual", "pcv", "status")]
    #>            group   n n_strata        vpc var_between var_residual pcv status
    #> 2        Germany 600        6 0.14448319   1271.5810     7529.311   1     ok
    #> 5         Mexico 600        6 0.13649162    771.5419     4881.127   1     ok
    #> 4          Japan 600        6 0.13344144   1032.3346     6703.902   1     ok
    #> 3          Italy 600        6 0.11889899   1065.3186     7894.544   1     ok
    #> 1        Finland 600        6 0.10994297    785.7610     6361.226   1     ok
    #> 6 United Kingdom 600        6 0.06011138    470.5471     7357.372   1     ok

In this example all countries have 600 students and all six gender-by-SES strata are populated. Higher VPC/ICC values indicate that a larger share of mathematics score variation lies between the intersectional strata within that country; the `pcv` column shows how much of each country’s between-stratum variance is the additive sum of the gender and SES main effects (so a lower PCV flags inequality that is more intersection-specific).

## Visualizing the comparison

The group VPC plot orders countries by the estimated intersectional VPC/ICC. If the comparison was run with `bootstrap = TRUE`, the same plot will include per-country confidence intervals.

    plot(analysis, type = "group_vpc")

The variance-components view shows the same comparison as shares of the total model variance. The orange segment is the between-stratum component, which is the numerator of the VPC/ICC.

    plot(analysis, type = "group_components")

## Share versus magnitude

The VPC/ICC is a ratio: the share of the unexplained variation that lies between strata. A larger VPC therefore does not necessarily mean a larger amount of between-stratum (intersectional) variation – it can also reflect a smaller residual variance. Two countries with the same absolute between-stratum variance can have very different VPCs, and vice versa.

The `"group_between_variance"` view plots the absolute between-stratum variance (`var_between`) directly, so it can be read alongside the VPC to separate the share of inequality from its magnitude.

    plot(analysis, type = "group_between_variance")

For non-Gaussian models this variance is on the model (link) scale, and unlike the VPC it is not normalised by the residual variance.

## Additive share (PCV) by group

The `"group_pcv"` view bars each country’s PCV – the proportional drop in between-stratum variance once the gender and SES main effects are added. A high bar means that country’s intersectional inequality is largely the additive sum of its parts; a low (or negative) bar flags inequality that is more intersection-specific. (With strata defined by a single dimension there is no intersection to decompose, so this view and the `pcv` column are unavailable.)

    plot(analysis, type = "group_pcv")

## Direct group comparison

If you only need the group comparison table and plots, call `compare_maihda_groups()` directly. This fits the same per-country null and adjusted models used by `maihda(group = "country")` (the `pcv` column appears when the strata have at least two dimensions).

    group_cmp <- compare_maihda_groups(
      math ~ 1 + (1 | gender:ses),
      data = maihda_country_data,
      group = "country"
    )

    group_cmp
    plot(group_cmp, type = "vpc")
    plot(group_cmp, type = "components")
    plot(group_cmp, type = "pcv")

By default, `shared_strata = TRUE`. That means the `gender:ses` strata are defined once on the pooled data, then reused in every country. A “female:Low” stratum therefore refers to the same type of stratum in each country, which makes the stratum definitions comparable across countries.

Shared definitions are necessary but not by themselves sufficient for the VPCs to be directly comparable. A given country may not contain every stratum, so two countries’ VPCs can be estimated over different sets of populated strata. When that happens, `compare_maihda_groups()` issues a warning, and the VPCs should be read with that caveat in mind (alongside the `n_strata` column) rather than as strictly like-for-like.

Set `shared_strata = FALSE` only when you intentionally want each group to rebuild its own strata. In that case, stratum identities are no longer shared across groups, so interpretation should focus on within-group structure rather than direct stratum-to-stratum comparison.

## Adding bootstrap intervals

For publication-oriented summaries, you can request per-group parametric bootstrap confidence intervals with the `lme4` engine. This can take noticeably longer because each group requires repeated model refits, so the example is not run when the vignette is built.

    group_cmp_boot <- compare_maihda_groups(
      math ~ 1 + (1 | gender:ses),
      data = maihda_country_data,
      group = "country",
      bootstrap = TRUE,
      n_boot = 500
    )

    plot(group_cmp_boot, type = "vpc")