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 67. There are 75 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | VTWAX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | VTWAX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | VTWAX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | VTWAX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | VTWAX vs EPSYX |
Top Performing VTWAX Alternatives (YTD)
VTWAX is at 11.25% YTD. There are 107 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | VTWAX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | VTWAX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | VTWAX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | VTWAX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | VTWAX vs PGVFX |
Lowest Volatility Alternatives to VTWAX
VTWAX has 13.64% 1-year volatility. There are 97 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | VTWAX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | VTWAX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | VTWAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | VTWAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | VTWAX vs SVTAX |
Lowest Drawdown Alternatives to VTWAX
VTWAX has a 1-year max drawdown of -9.64%. There are 68 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | VTWAX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | VTWAX vs MBXAX | |
| 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 |
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