GWGIX vs. VTI
Compare and contrast key facts about AMG GW&K Small/Mid Cap Fund (GWGIX) and Vanguard Total Stock Market ETF (VTI).
GWGIX is managed by AMG. It was launched on Jun 30, 2015. 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: GWGIX or VTI.
Correlation
The correlation between GWGIX and VTI is 0.88, 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.
Performance
GWGIX vs. VTI - Performance Comparison
Key characteristics
GWGIX:
0.74
VTI:
1.75
GWGIX:
1.16
VTI:
2.36
GWGIX:
1.14
VTI:
1.32
GWGIX:
0.69
VTI:
2.66
GWGIX:
2.77
VTI:
10.57
GWGIX:
4.35%
VTI:
2.16%
GWGIX:
16.20%
VTI:
13.04%
GWGIX:
-37.41%
VTI:
-55.45%
GWGIX:
-7.00%
VTI:
-0.80%
Returns By Period
In the year-to-date period, GWGIX achieves a 2.32% return, which is significantly lower than VTI's 3.43% return.
GWGIX
2.32%
3.03%
7.27%
10.13%
7.82%
N/A
VTI
3.43%
4.33%
12.92%
21.93%
13.60%
12.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GWGIX vs. VTI - Expense Ratio Comparison
GWGIX has a 0.87% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
GWGIX vs. VTI — Risk-Adjusted Performance Rank
GWGIX
VTI
GWGIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Fund (GWGIX) 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
GWGIX vs. VTI - Dividend Comparison
GWGIX's dividend yield for the trailing twelve months is around 0.09%, less than VTI's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWGIX AMG GW&K Small/Mid Cap Fund | 0.09% | 0.09% | 0.19% | 0.27% | 0.00% | 0.12% | 0.12% | 0.10% | 0.12% | 0.05% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.23% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
GWGIX vs. VTI - Drawdown Comparison
The maximum GWGIX drawdown since its inception was -37.41%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for GWGIX and VTI. For additional features, visit the drawdowns tool.
Volatility
GWGIX vs. VTI - Volatility Comparison
AMG GW&K Small/Mid Cap Fund (GWGIX) has a higher volatility of 3.94% compared to Vanguard Total Stock Market ETF (VTI) at 3.41%. This indicates that GWGIX'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.