Vanguard Global Wellington Fund Admiral Shares (VGWAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VGWAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGWAX
VGWAX charges 0.29% annually. There are 91 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | VGWAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VGWAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VGWAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VGWAX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWAX
VGWAX has a PortfoliosLab risk / return rank of 82. There are 67 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | VGWAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VGWAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VGWAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | VGWAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | VGWAX vs FIQDX |
Top Performing VGWAX Alternatives (YTD)
VGWAX is at 11.04% YTD. There are 66 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | VGWAX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | VGWAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | VGWAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | VGWAX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | VGWAX vs BLNDX |
Lowest Volatility Alternatives to VGWAX
VGWAX has 7.92% 1-year volatility. There are 238 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | VGWAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | VGWAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VGWAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | VGWAX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | VGWAX vs CSTAX |
Lowest Drawdown Alternatives to VGWAX
VGWAX has a 1-year max drawdown of -6.67%. There are 316 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | VGWAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | VGWAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | VGWAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | VGWAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | VGWAX vs FSRRX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VGWAX
Investors most often compare VGWAX with VWENX, VGYAX, VWICX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VGWAX with Any Fund or Stock
Compare VGWAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGWAX with funds that move differently
Vanguard Global Wellington Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGWAX.
Explore VGWAX Diversifiers