CRBN vs. VVIAX
Compare and contrast key facts about iShares MSCI ACWI Low Carbon Target ETF (CRBN) and Vanguard Value Index Fund Admiral Shares (VVIAX).
CRBN is a passively managed fund by iShares that tracks the performance of the MSCI ACWI Low Carbon Target Index. It was launched on Dec 8, 2014. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRBN or VVIAX.
Correlation
The correlation between CRBN and VVIAX is 0.81, 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
CRBN vs. VVIAX - Performance Comparison
Key characteristics
CRBN:
1.66
VVIAX:
1.44
CRBN:
2.28
VVIAX:
2.04
CRBN:
1.30
VVIAX:
1.26
CRBN:
2.38
VVIAX:
2.04
CRBN:
10.45
VVIAX:
8.16
CRBN:
1.90%
VVIAX:
1.84%
CRBN:
11.97%
VVIAX:
10.45%
CRBN:
-33.13%
VVIAX:
-59.32%
CRBN:
-3.90%
VVIAX:
-7.38%
Returns By Period
In the year-to-date period, CRBN achieves a 19.06% return, which is significantly higher than VVIAX's 14.67% return. Both investments have delivered pretty close results over the past 10 years, with CRBN having a 9.64% annualized return and VVIAX not far ahead at 9.79%.
CRBN
19.06%
-0.99%
6.41%
21.12%
10.44%
9.64%
VVIAX
14.67%
-4.49%
4.92%
16.93%
9.72%
9.79%
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CRBN vs. VVIAX - Expense Ratio Comparison
CRBN has a 0.20% expense ratio, which is higher than VVIAX'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
CRBN vs. VVIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI Low Carbon Target ETF (CRBN) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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
CRBN vs. VVIAX - Dividend Comparison
CRBN's dividend yield for the trailing twelve months is around 1.94%, more than VVIAX's 1.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRBN iShares MSCI ACWI Low Carbon Target ETF | 1.94% | 2.01% | 1.95% | 1.57% | 1.41% | 2.26% | 2.51% | 2.05% | 2.27% | 2.01% | 0.00% | 0.00% |
VVIAX Vanguard Value Index Fund Admiral Shares | 1.74% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% | 2.21% |
Drawdowns
CRBN vs. VVIAX - Drawdown Comparison
The maximum CRBN drawdown since its inception was -33.13%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for CRBN and VVIAX. For additional features, visit the drawdowns tool.
Volatility
CRBN vs. VVIAX - Volatility Comparison
iShares MSCI ACWI Low Carbon Target ETF (CRBN) and Vanguard Value Index Fund Admiral Shares (VVIAX) have volatilities of 3.27% and 3.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.