Correlation
The correlation between GSIMX and VIGI is 0.74, 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.
GSIMX vs. VIGI
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) and Vanguard International Dividend Appreciation ETF (VIGI).
GSIMX is managed by Goldman Sachs. It was launched on Dec 15, 2016. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSIMX or VIGI.
Performance
GSIMX vs. VIGI - Performance Comparison
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Key characteristics
GSIMX:
0.09
VIGI:
0.80
GSIMX:
0.22
VIGI:
1.12
GSIMX:
1.03
VIGI:
1.15
GSIMX:
0.10
VIGI:
0.77
GSIMX:
0.22
VIGI:
2.21
GSIMX:
6.44%
VIGI:
5.04%
GSIMX:
16.03%
VIGI:
15.31%
GSIMX:
-28.84%
VIGI:
-31.01%
GSIMX:
-2.29%
VIGI:
-0.24%
Returns By Period
The year-to-date returns for both stocks are quite close, with GSIMX having a 12.12% return and VIGI slightly lower at 11.65%.
GSIMX
12.12%
2.91%
8.06%
0.96%
10.16%
11.85%
N/A
VIGI
11.65%
4.47%
8.50%
11.62%
9.25%
10.56%
N/A
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GSIMX vs. VIGI - Expense Ratio Comparison
GSIMX has a 0.76% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Risk-Adjusted Performance
GSIMX vs. VIGI — Risk-Adjusted Performance Rank
GSIMX
VIGI
GSIMX vs. VIGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) and Vanguard International Dividend Appreciation ETF (VIGI). 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.
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Dividends
GSIMX vs. VIGI - Dividend Comparison
GSIMX's dividend yield for the trailing twelve months is around 6.01%, more than VIGI's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 6.01% | 6.73% | 2.36% | 4.89% | 2.23% | 0.18% | 0.65% | 0.53% | 0.16% | 0.07% |
VIGI Vanguard International Dividend Appreciation ETF | 1.84% | 1.93% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
Drawdowns
GSIMX vs. VIGI - Drawdown Comparison
The maximum GSIMX drawdown since its inception was -28.84%, smaller than the maximum VIGI drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for GSIMX and VIGI.
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Volatility
GSIMX vs. VIGI - Volatility Comparison
Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) has a higher volatility of 3.46% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.15%. This indicates that GSIMX's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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