AINTX vs. VONG
Compare and contrast key facts about Ariel International Fund (AINTX) and Vanguard Russell 1000 Growth ETF (VONG).
AINTX is managed by Ariel Investments. It was launched on Dec 29, 2011. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AINTX or VONG.
Key characteristics
| AINTX | VONG | |
|---|---|---|
| YTD Return | 2.88% | 6.62% |
| 1Y Return | 5.49% | 31.77% |
| 3Y Return (Ann) | 1.04% | 8.40% |
| 5Y Return (Ann) | 3.54% | 16.64% |
| 10Y Return (Ann) | 2.64% | 15.40% |
| Sharpe Ratio | 0.45 | 2.11 |
| Daily Std Dev | 10.97% | 15.07% |
| Max Drawdown | -27.95% | -32.72% |
| Current Drawdown | -2.72% | -4.79% |
Correlation
The correlation between AINTX and VONG is 0.58, 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. VONG - Performance Comparison
In the year-to-date period, AINTX achieves a 2.88% return, which is significantly lower than VONG's 6.62% return. Over the past 10 years, AINTX has underperformed VONG with an annualized return of 2.64%, while VONG has yielded a comparatively higher 15.40% 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. VONG - Expense Ratio Comparison
AINTX has a 1.13% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
AINTX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel International Fund (AINTX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
AINTX's dividend yield for the trailing twelve months is around 1.59%, more than VONG's 0.70% 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% |
VONG Vanguard Russell 1000 Growth ETF | 0.70% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
AINTX vs. VONG - Drawdown Comparison
The maximum AINTX drawdown since its inception was -27.95%, smaller than the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for AINTX and VONG. For additional features, visit the drawdowns tool.
Volatility
AINTX vs. VONG - Volatility Comparison
The current volatility for Ariel International Fund (AINTX) is 3.70%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.25%. This indicates that AINTX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.