VGTSX vs. BTMKX
Compare and contrast key facts about Vanguard Total International Stock Index Fund Investor Shares (VGTSX) and iShares MSCI EAFE International Index Fund (BTMKX).
VGTSX is managed by Vanguard. It was launched on Apr 29, 1996. BTMKX is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Apr 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGTSX or BTMKX.
Correlation
The correlation between VGTSX and BTMKX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VGTSX vs. BTMKX - Performance Comparison
Key characteristics
VGTSX:
0.69
BTMKX:
0.68
VGTSX:
1.04
BTMKX:
1.04
VGTSX:
1.14
BTMKX:
1.14
VGTSX:
0.81
BTMKX:
0.84
VGTSX:
2.53
BTMKX:
2.44
VGTSX:
4.23%
BTMKX:
4.71%
VGTSX:
15.59%
BTMKX:
16.96%
VGTSX:
-61.48%
BTMKX:
-33.92%
VGTSX:
-1.42%
BTMKX:
-0.93%
Returns By Period
In the year-to-date period, VGTSX achieves a 7.58% return, which is significantly lower than BTMKX's 11.13% return. Over the past 10 years, VGTSX has underperformed BTMKX with an annualized return of 4.74%, while BTMKX has yielded a comparatively higher 5.42% annualized return.
VGTSX
7.58%
0.10%
3.49%
10.21%
10.51%
4.74%
BTMKX
11.13%
1.01%
6.62%
11.58%
11.86%
5.42%
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VGTSX vs. BTMKX - Expense Ratio Comparison
VGTSX has a 0.17% expense ratio, which is higher than BTMKX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VGTSX vs. BTMKX — Risk-Adjusted Performance Rank
VGTSX
BTMKX
VGTSX vs. BTMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total International Stock Index Fund Investor Shares (VGTSX) and iShares MSCI EAFE International Index Fund (BTMKX). 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
VGTSX vs. BTMKX - Dividend Comparison
VGTSX's dividend yield for the trailing twelve months is around 2.99%, less than BTMKX's 3.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGTSX Vanguard Total International Stock Index Fund Investor Shares | 2.99% | 3.26% | 3.15% | 2.98% | 2.99% | 2.06% | 2.98% | 3.09% | 2.69% | 2.86% | 2.77% | 3.32% |
BTMKX iShares MSCI EAFE International Index Fund | 3.09% | 3.44% | 3.19% | 2.80% | 3.06% | 1.99% | 3.34% | 4.58% | 2.45% | 2.84% | 2.42% | 0.80% |
Drawdowns
VGTSX vs. BTMKX - Drawdown Comparison
The maximum VGTSX drawdown since its inception was -61.48%, which is greater than BTMKX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for VGTSX and BTMKX. For additional features, visit the drawdowns tool.
Volatility
VGTSX vs. BTMKX - Volatility Comparison
The current volatility for Vanguard Total International Stock Index Fund Investor Shares (VGTSX) is 9.80%, while iShares MSCI EAFE International Index Fund (BTMKX) has a volatility of 10.82%. This indicates that VGTSX experiences smaller price fluctuations and is considered to be less risky than BTMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.