ISRA vs. VT
Compare and contrast key facts about VanEck Vectors Israel ETF (ISRA) and Vanguard Total World Stock ETF (VT).
ISRA and VT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISRA is a passively managed fund by VanEck that tracks the performance of the BlueStar Israel Global Index. It was launched on Jun 25, 2013. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. Both ISRA and VT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISRA or VT.
Key characteristics
| ISRA | VT | |
|---|---|---|
| YTD Return | 16.81% | 19.50% |
| 1Y Return | 37.17% | 32.36% |
| 3Y Return (Ann) | -5.97% | 5.93% |
| 5Y Return (Ann) | 4.77% | 11.44% |
| 10Y Return (Ann) | 4.34% | 9.52% |
| Sharpe Ratio | 2.03 | 2.67 |
| Sortino Ratio | 2.74 | 3.64 |
| Omega Ratio | 1.34 | 1.48 |
| Calmar Ratio | 0.87 | 3.01 |
| Martin Ratio | 9.24 | 17.59 |
| Ulcer Index | 3.75% | 1.79% |
| Daily Std Dev | 17.10% | 11.82% |
| Max Drawdown | -45.02% | -50.27% |
| Current Drawdown | -17.42% | -0.28% |
Correlation
The correlation between ISRA and VT 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.
Performance
ISRA vs. VT - Performance Comparison
In the year-to-date period, ISRA achieves a 16.81% return, which is significantly lower than VT's 19.50% return. Over the past 10 years, ISRA has underperformed VT with an annualized return of 4.34%, while VT has yielded a comparatively higher 9.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ISRA vs. VT - Expense Ratio Comparison
ISRA has a 0.60% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
ISRA vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Israel ETF (ISRA) and Vanguard Total World Stock ETF (VT). 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
ISRA vs. VT - Dividend Comparison
ISRA's dividend yield for the trailing twelve months is around 1.62%, less than VT's 1.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRA VanEck Vectors Israel ETF | 1.62% | 1.90% | 1.36% | 1.27% | 0.17% | 1.38% | 0.76% | 1.58% | 1.62% | 1.31% | 2.51% | 0.54% |
VT Vanguard Total World Stock ETF | 1.83% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
ISRA vs. VT - Drawdown Comparison
The maximum ISRA drawdown since its inception was -45.02%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for ISRA and VT. For additional features, visit the drawdowns tool.
Volatility
ISRA vs. VT - Volatility Comparison
VanEck Vectors Israel ETF (ISRA) has a higher volatility of 3.81% compared to Vanguard Total World Stock ETF (VT) at 3.29%. This indicates that ISRA's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.