Correlation
The correlation between BEMIX and VWO is 0.66, 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.
BEMIX vs. VWO
Compare and contrast key facts about Brandes Emerging Markets Fund (BEMIX) and Vanguard FTSE Emerging Markets ETF (VWO).
BEMIX is managed by Brandes. It was launched on Jan 30, 2011. 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: BEMIX or VWO.
Performance
BEMIX vs. VWO - Performance Comparison
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Key characteristics
BEMIX:
0.75
VWO:
0.63
BEMIX:
1.04
VWO:
0.89
BEMIX:
1.13
VWO:
1.12
BEMIX:
0.70
VWO:
0.52
BEMIX:
1.94
VWO:
1.72
BEMIX:
5.84%
VWO:
5.83%
BEMIX:
17.28%
VWO:
18.56%
BEMIX:
-46.04%
VWO:
-67.68%
BEMIX:
-0.92%
VWO:
-4.90%
Returns By Period
In the year-to-date period, BEMIX achieves a 14.47% return, which is significantly higher than VWO's 6.83% return. Both investments have delivered pretty close results over the past 10 years, with BEMIX having a 4.15% annualized return and VWO not far behind at 4.03%.
BEMIX
14.47%
6.16%
14.16%
14.54%
12.52%
10.13%
4.15%
VWO
6.83%
3.91%
5.73%
12.61%
6.16%
7.97%
4.03%
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BEMIX vs. VWO - Expense Ratio Comparison
BEMIX has a 1.12% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
BEMIX vs. VWO — Risk-Adjusted Performance Rank
BEMIX
VWO
BEMIX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes Emerging Markets Fund (BEMIX) 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.
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Dividends
BEMIX vs. VWO - Dividend Comparison
BEMIX's dividend yield for the trailing twelve months is around 2.66%, less than VWO's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEMIX Brandes Emerging Markets Fund | 2.66% | 3.05% | 2.44% | 2.86% | 2.32% | 1.32% | 2.57% | 1.55% | 1.42% | 2.20% | 1.54% | 4.37% |
VWO Vanguard FTSE Emerging Markets ETF | 3.01% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
BEMIX vs. VWO - Drawdown Comparison
The maximum BEMIX drawdown since its inception was -46.04%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for BEMIX and VWO.
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Volatility
BEMIX vs. VWO - Volatility Comparison
The current volatility for Brandes Emerging Markets Fund (BEMIX) is 3.20%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 4.29%. This indicates that BEMIX 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.
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