EQNR vs. VTI
Compare and contrast key facts about Equinor ASA (EQNR) and Vanguard Total Stock Market ETF (VTI).
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: EQNR or VTI.
Performance
EQNR vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, EQNR achieves a -17.48% return, which is significantly lower than VTI's 23.63% return.
EQNR
-17.48%
-0.79%
-13.79%
-19.44%
11.44%
N/A
VTI
23.63%
0.87%
11.41%
32.34%
14.66%
12.59%
Key characteristics
| EQNR | VTI | |
|---|---|---|
| Sharpe Ratio | -0.74 | 2.58 |
| Sortino Ratio | -0.90 | 3.45 |
| Omega Ratio | 0.89 | 1.48 |
| Calmar Ratio | -0.58 | 3.76 |
| Martin Ratio | -1.41 | 16.56 |
| Ulcer Index | 14.15% | 1.95% |
| Daily Std Dev | 26.81% | 12.51% |
| Max Drawdown | -66.92% | -55.45% |
| Current Drawdown | -29.87% | -2.43% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between EQNR and VTI is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
EQNR vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equinor ASA (EQNR) 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
EQNR vs. VTI - Dividend Comparison
EQNR's dividend yield for the trailing twelve months is around 9.60%, more than VTI's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 9.60% | 9.80% | 4.13% | 2.24% | 4.32% | 4.85% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
EQNR vs. VTI - Drawdown Comparison
The maximum EQNR drawdown since its inception was -66.92%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for EQNR and VTI. For additional features, visit the drawdowns tool.
Volatility
EQNR vs. VTI - Volatility Comparison
Equinor ASA (EQNR) has a higher volatility of 10.43% compared to Vanguard Total Stock Market ETF (VTI) at 4.28%. This indicates that EQNR's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.