AZN vs. VTI
Compare and contrast key facts about AstraZeneca PLC (AZN) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AZN or VTI.
Correlation
The correlation between AZN and VTI is 0.42, 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
AZN vs. VTI - Performance Comparison
Key characteristics
AZN:
0.01
VTI:
0.47
AZN:
0.16
VTI:
0.80
AZN:
1.02
VTI:
1.12
AZN:
0.01
VTI:
0.49
AZN:
0.01
VTI:
1.99
AZN:
15.06%
VTI:
4.76%
AZN:
22.68%
VTI:
20.05%
AZN:
-48.94%
VTI:
-55.45%
AZN:
-19.49%
VTI:
-10.40%
Returns By Period
In the year-to-date period, AZN achieves a 7.67% return, which is significantly higher than VTI's -6.29% return. Over the past 10 years, AZN has underperformed VTI with an annualized return of 10.52%, while VTI has yielded a comparatively higher 11.38% annualized return.
AZN
7.67%
-4.33%
-6.00%
-5.40%
8.82%
10.52%
VTI
-6.29%
-3.40%
-4.58%
9.95%
15.58%
11.38%
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Risk-Adjusted Performance
AZN vs. VTI — Risk-Adjusted Performance Rank
AZN
VTI
AZN vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and Vanguard Total Stock Market ETF (VTI). 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
AZN vs. VTI - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.20%, more than VTI's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.20% | 2.27% | 2.15% | 2.14% | 2.40% | 2.80% | 2.81% | 3.61% | 3.95% | 5.01% | 4.06% | 3.98% |
VTI Vanguard Total Stock Market ETF | 1.39% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
AZN vs. VTI - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AZN and VTI. For additional features, visit the drawdowns tool.
Volatility
AZN vs. VTI - Volatility Comparison
The current volatility for AstraZeneca PLC (AZN) is 11.25%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.83%. This indicates that AZN experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.