AINTX vs. VGT
Compare and contrast key facts about Ariel International Fund (AINTX) and Vanguard Information Technology ETF (VGT).
AINTX is managed by Ariel Investments. It was launched on Dec 29, 2011. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AINTX or VGT.
Key characteristics
| AINTX | VGT | |
|---|---|---|
| YTD Return | 2.88% | 4.78% |
| 1Y Return | 5.49% | 32.65% |
| 3Y Return (Ann) | 1.04% | 11.23% |
| 5Y Return (Ann) | 3.54% | 20.08% |
| 10Y Return (Ann) | 2.64% | 20.14% |
| Sharpe Ratio | 0.45 | 1.88 |
| Daily Std Dev | 10.97% | 18.13% |
| Max Drawdown | -27.95% | -54.63% |
| Current Drawdown | -2.72% | -4.34% |
Correlation
The correlation between AINTX and VGT is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AINTX vs. VGT - Performance Comparison
In the year-to-date period, AINTX achieves a 2.88% return, which is significantly lower than VGT's 4.78% return. Over the past 10 years, AINTX has underperformed VGT with an annualized return of 2.64%, while VGT has yielded a comparatively higher 20.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AINTX vs. VGT - Expense Ratio Comparison
AINTX has a 1.13% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
AINTX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel International Fund (AINTX) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AINTX vs. VGT - Dividend Comparison
AINTX's dividend yield for the trailing twelve months is around 1.59%, more than VGT's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AINTX Ariel International Fund | 1.59% | 1.63% | 0.00% | 2.53% | 1.47% | 1.59% | 1.17% | 1.76% | 1.69% | 0.20% | 3.85% | 1.26% |
VGT Vanguard Information Technology ETF | 0.71% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
AINTX vs. VGT - Drawdown Comparison
The maximum AINTX drawdown since its inception was -27.95%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for AINTX and VGT. For additional features, visit the drawdowns tool.
Volatility
AINTX vs. VGT - Volatility Comparison
The current volatility for Ariel International Fund (AINTX) is 3.70%, while Vanguard Information Technology ETF (VGT) has a volatility of 5.99%. This indicates that AINTX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.