DWGAX vs. VTI
Compare and contrast key facts about American Funds Developing World Growth and Income Fund (DWGAX) and Vanguard Total Stock Market ETF (VTI).
DWGAX is managed by American Funds. It was launched on Feb 2, 2014. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DWGAX or VTI.
Correlation
The correlation between DWGAX and VTI is 0.68, 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
DWGAX vs. VTI - Performance Comparison
Key characteristics
DWGAX:
0.79
VTI:
1.78
DWGAX:
1.16
VTI:
2.41
DWGAX:
1.14
VTI:
1.33
DWGAX:
0.40
VTI:
2.68
DWGAX:
2.11
VTI:
10.67
DWGAX:
4.66%
VTI:
2.15%
DWGAX:
12.51%
VTI:
12.90%
DWGAX:
-38.71%
VTI:
-55.45%
DWGAX:
-14.51%
VTI:
-0.54%
Returns By Period
In the year-to-date period, DWGAX achieves a 6.15% return, which is significantly higher than VTI's 4.03% return. Over the past 10 years, DWGAX has underperformed VTI with an annualized return of 2.16%, while VTI has yielded a comparatively higher 12.64% annualized return.
DWGAX
6.15%
3.60%
5.34%
9.73%
1.30%
2.16%
VTI
4.03%
0.79%
10.68%
23.73%
13.92%
12.64%
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DWGAX vs. VTI - Expense Ratio Comparison
DWGAX has a 1.23% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
DWGAX vs. VTI — Risk-Adjusted Performance Rank
DWGAX
VTI
DWGAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Developing World Growth and Income Fund (DWGAX) and Vanguard Total Stock Market ETF (VTI). 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
DWGAX vs. VTI - Dividend Comparison
DWGAX's dividend yield for the trailing twelve months is around 1.06%, less than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DWGAX American Funds Developing World Growth and Income Fund | 1.06% | 1.13% | 1.63% | 1.09% | 1.01% | 0.82% | 1.81% | 2.28% | 2.02% | 2.01% | 2.05% | 1.24% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
DWGAX vs. VTI - Drawdown Comparison
The maximum DWGAX drawdown since its inception was -38.71%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for DWGAX and VTI. For additional features, visit the drawdowns tool.
Volatility
DWGAX vs. VTI - Volatility Comparison
American Funds Developing World Growth and Income Fund (DWGAX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.06% and 2.95%, 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.