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 Equity Allocation Fund | 0.01% | — | Nov 1996 | VTWAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | VTWAX vs GWOAX | |
| 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 70. There are 46 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | VTWAX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | VTWAX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | VTWAX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | VTWAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | VTWAX vs JGYIX |
Top Performing VTWAX Alternatives (YTD)
VTWAX is at 13.15% YTD. There are 77 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | VTWAX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | VTWAX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | VTWAX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | VTWAX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | VTWAX vs PRGSX |
Lowest Volatility Alternatives to VTWAX
VTWAX has 12.37% 1-year volatility. There are 78 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | VTWAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | VTWAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | VTWAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | VTWAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | VTWAX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | VTWAX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | VTWAX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | VTWAX vs LVAFX |
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