ANNPX vs. VWO
Compare and contrast key facts about Virtus Convertible Fund (ANNPX) and Vanguard FTSE Emerging Markets ETF (VWO).
ANNPX is managed by Allianz Global Investors. It was launched on Apr 18, 1993. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANNPX or VWO.
Correlation
The correlation between ANNPX and VWO is 0.70, 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
ANNPX vs. VWO - Performance Comparison
Key characteristics
ANNPX:
1.65
VWO:
1.14
ANNPX:
2.27
VWO:
1.67
ANNPX:
1.29
VWO:
1.21
ANNPX:
0.50
VWO:
0.84
ANNPX:
7.99
VWO:
3.50
ANNPX:
2.06%
VWO:
4.78%
ANNPX:
9.93%
VWO:
14.64%
ANNPX:
-39.62%
VWO:
-67.68%
ANNPX:
-19.66%
VWO:
-6.08%
Returns By Period
In the year-to-date period, ANNPX achieves a 2.72% return, which is significantly lower than VWO's 5.50% return. Over the past 10 years, ANNPX has underperformed VWO with an annualized return of 2.82%, while VWO has yielded a comparatively higher 4.20% annualized return.
ANNPX
2.72%
-1.06%
10.86%
18.81%
4.31%
2.82%
VWO
5.50%
5.09%
7.41%
16.36%
4.66%
4.20%
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ANNPX vs. VWO - Expense Ratio Comparison
ANNPX has a 0.71% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
ANNPX vs. VWO — Risk-Adjusted Performance Rank
ANNPX
VWO
ANNPX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Convertible Fund (ANNPX) and Vanguard FTSE Emerging Markets ETF (VWO). 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
ANNPX vs. VWO - Dividend Comparison
ANNPX's dividend yield for the trailing twelve months is around 2.25%, less than VWO's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANNPX Virtus Convertible Fund | 2.25% | 2.31% | 2.56% | 1.54% | 0.72% | 0.76% | 2.04% | 4.42% | 5.65% | 2.86% | 2.23% | 1.99% |
VWO Vanguard FTSE Emerging Markets ETF | 3.03% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
ANNPX vs. VWO - Drawdown Comparison
The maximum ANNPX drawdown since its inception was -39.62%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for ANNPX and VWO. For additional features, visit the drawdowns tool.
Volatility
ANNPX vs. VWO - Volatility Comparison
The current volatility for Virtus Convertible Fund (ANNPX) is 2.52%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 3.59%. This indicates that ANNPX experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.