BGHSX vs. VWEHX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 2014. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGHSX or VWEHX.
Correlation
The correlation between BGHSX and VWEHX is 0.67, 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
BGHSX vs. VWEHX - Performance Comparison
Key characteristics
BGHSX:
2.97
VWEHX:
2.06
BGHSX:
5.12
VWEHX:
3.18
BGHSX:
1.72
VWEHX:
1.47
BGHSX:
5.20
VWEHX:
3.61
BGHSX:
20.73
VWEHX:
11.27
BGHSX:
0.44%
VWEHX:
0.60%
BGHSX:
3.09%
VWEHX:
3.26%
BGHSX:
-18.15%
VWEHX:
-30.17%
BGHSX:
-1.15%
VWEHX:
-1.28%
Returns By Period
In the year-to-date period, BGHSX achieves a 8.18% return, which is significantly higher than VWEHX's 5.79% return. Over the past 10 years, BGHSX has underperformed VWEHX with an annualized return of 2.60%, while VWEHX has yielded a comparatively higher 4.50% annualized return.
BGHSX
8.18%
-0.29%
4.60%
9.17%
3.14%
2.60%
VWEHX
5.79%
-0.23%
4.09%
6.51%
3.32%
4.50%
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BGHSX vs. VWEHX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
BGHSX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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
BGHSX vs. VWEHX - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 6.66%, more than VWEHX's 6.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 6.66% | 6.95% | 6.34% | 3.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 6.10% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% | 5.79% |
Drawdowns
BGHSX vs. VWEHX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for BGHSX and VWEHX. For additional features, visit the drawdowns tool.
Volatility
BGHSX vs. VWEHX - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 0.81%, while Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) has a volatility of 0.98%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.