Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VTWAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTWAX
VTWAX charges 0.09% annually. There are 3 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | VTWAX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | VTWAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | VTWAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | VTWAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | VTWAX vs VMNVX |
Best Risk-Adjusted Alternatives to VTWAX
VTWAX has a PortfoliosLab risk / return rank of 63. There are 59 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | VTWAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | VTWAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | VTWAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | VTWAX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | VTWAX vs PGVFX |
Top Performing VTWAX Alternatives (YTD)
VTWAX is at 12.30% YTD. There are 88 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | VTWAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | VTWAX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | VTWAX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | VTWAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | VTWAX vs YFSNX |
Lowest Volatility Alternatives to VTWAX
VTWAX has 13.29% 1-year volatility. There are 95 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | VTWAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | VTWAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | VTWAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | VTWAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | VTWAX vs SGMAX |
Lowest Drawdown Alternatives to VTWAX
VTWAX has a 1-year max drawdown of -9.64%. There are 66 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | VTWAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | VTWAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | VTWAX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | VTWAX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | VTWAX vs CSUAX |
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 VTWAX
Investors most often compare VTWAX with VT, VTWIX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VTWAX with Any Fund or Stock
Compare VTWAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTWAX with funds that move differently
Vanguard Total World Stock Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTWAX.
Explore VTWAX Diversifiers