DRIPX vs. VTWAX
Compare and contrast key facts about The MP 63 Fund (DRIPX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX).
DRIPX is managed by MP 63. It was launched on Mar 1, 1999. VTWAX is managed by Vanguard. It was launched on Feb 7, 2019.
Performance
DRIPX vs. VTWAX - Performance Comparison
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DRIPX vs. VTWAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 1.34% | 13.89% | 4.75% | 5.93% | -8.37% | 20.46% | 8.13% | 19.71% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | -4.69% | 22.43% | 16.43% | 21.85% | -18.02% | 18.17% | 16.67% | 17.53% |
Returns By Period
In the year-to-date period, DRIPX achieves a 1.34% return, which is significantly higher than VTWAX's -4.69% return.
DRIPX
- 1D
- -0.20%
- 1M
- -7.32%
- YTD
- 1.34%
- 6M
- 3.72%
- 1Y
- 13.58%
- 3Y*
- 8.78%
- 5Y*
- 5.54%
- 10Y*
- 9.04%
VTWAX
- 1D
- -0.36%
- 1M
- -9.09%
- YTD
- -4.69%
- 6M
- -1.73%
- 1Y
- 17.91%
- 3Y*
- 15.64%
- 5Y*
- 8.82%
- 10Y*
- —
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DRIPX vs. VTWAX - Expense Ratio Comparison
DRIPX has a 0.63% expense ratio, which is higher than VTWAX's 0.10% expense ratio.
Return for Risk
DRIPX vs. VTWAX — Risk / Return Rank
DRIPX
VTWAX
DRIPX vs. VTWAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The MP 63 Fund (DRIPX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). 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.
| DRIPX | VTWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.09 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.60 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.36 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.11 | 6.38 | -1.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DRIPX | VTWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.09 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.57 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.64 | -0.63 |
Correlation
The correlation between DRIPX and VTWAX is 0.84, 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.
Dividends
DRIPX vs. VTWAX - Dividend Comparison
DRIPX's dividend yield for the trailing twelve months is around 6.94%, more than VTWAX's 1.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 6.94% | 7.04% | 0.00% | 3.13% | 4.27% | 3.55% | 3.48% | 3.46% | 6.25% | 1.68% | 4.27% | 6.80% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.85% | 1.80% | 1.92% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DRIPX vs. VTWAX - Drawdown Comparison
The maximum DRIPX drawdown since its inception was -96.89%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for DRIPX and VTWAX.
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Drawdown Indicators
| DRIPX | VTWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.89% | -34.20% | -62.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -11.73% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -96.89% | -26.40% | -70.49% |
Max Drawdown (10Y)Largest decline over 10 years | -96.89% | — | — |
Current DrawdownCurrent decline from peak | -96.04% | -9.64% | -86.40% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -5.40% | -5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.50% | +0.06% |
Volatility
DRIPX vs. VTWAX - Volatility Comparison
The current volatility for The MP 63 Fund (DRIPX) is 3.50%, while Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) has a volatility of 5.09%. This indicates that DRIPX experiences smaller price fluctuations and is considered to be less risky than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIPX | VTWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 5.09% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 9.33% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.46% | 16.55% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,509.64% | 15.60% | +1,494.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,067.50% | 18.27% | +1,049.23% |