EMRGX vs. VTI
Compare and contrast key facts about Emerging Markets Growth Fund, Inc. (EMRGX) and Vanguard Total Stock Market ETF (VTI).
EMRGX is managed by T. Rowe Price. It was launched on May 29, 1986. 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: EMRGX or VTI.
Correlation
The correlation between EMRGX and VTI is 0.64, 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
EMRGX vs. VTI - Performance Comparison
Key characteristics
EMRGX:
0.79
VTI:
1.78
EMRGX:
1.19
VTI:
2.41
EMRGX:
1.15
VTI:
1.33
EMRGX:
0.28
VTI:
2.68
EMRGX:
2.05
VTI:
10.68
EMRGX:
5.07%
VTI:
2.15%
EMRGX:
13.14%
VTI:
12.90%
EMRGX:
-48.09%
VTI:
-55.45%
EMRGX:
-29.03%
VTI:
0.00%
Returns By Period
In the year-to-date period, EMRGX achieves a 5.98% return, which is significantly higher than VTI's 4.59% return. Over the past 10 years, EMRGX has underperformed VTI with an annualized return of 1.61%, while VTI has yielded a comparatively higher 12.70% annualized return.
EMRGX
5.98%
5.82%
3.43%
9.57%
-1.60%
1.61%
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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EMRGX vs. VTI - Expense Ratio Comparison
EMRGX has a 0.76% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
EMRGX vs. VTI — Risk-Adjusted Performance Rank
EMRGX
VTI
EMRGX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerging Markets Growth Fund, Inc. (EMRGX) 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
EMRGX vs. VTI - Dividend Comparison
EMRGX's dividend yield for the trailing twelve months is around 1.45%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMRGX Emerging Markets Growth Fund, Inc. | 1.45% | 1.54% | 1.51% | 1.35% | 1.24% | 0.88% | 1.56% | 1.30% | 1.11% | 1.14% | 3.06% | 2.06% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
EMRGX vs. VTI - Drawdown Comparison
The maximum EMRGX drawdown since its inception was -48.09%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for EMRGX and VTI. For additional features, visit the drawdowns tool.
Volatility
EMRGX vs. VTI - Volatility Comparison
Emerging Markets Growth Fund, Inc. (EMRGX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.07% and 3.03%, 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.