KGGIX vs. V3AB.L
Compare and contrast key facts about Kopernik Global All-Cap Fund (KGGIX) and Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L).
KGGIX is managed by Kopernik. It was launched on Oct 31, 2013. V3AB.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Mar 23, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KGGIX or V3AB.L.
Correlation
The correlation between KGGIX and V3AB.L is 0.50, 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
KGGIX vs. V3AB.L - Performance Comparison
Key characteristics
KGGIX:
0.79
V3AB.L:
1.73
KGGIX:
1.16
V3AB.L:
2.41
KGGIX:
1.14
V3AB.L:
1.32
KGGIX:
0.37
V3AB.L:
2.84
KGGIX:
2.02
V3AB.L:
11.37
KGGIX:
4.27%
V3AB.L:
1.67%
KGGIX:
11.01%
V3AB.L:
10.97%
KGGIX:
-45.10%
V3AB.L:
-17.30%
KGGIX:
-16.70%
V3AB.L:
-0.54%
Returns By Period
In the year-to-date period, KGGIX achieves a 6.84% return, which is significantly higher than V3AB.L's 3.77% return.
KGGIX
6.84%
4.18%
0.71%
6.84%
7.84%
6.63%
V3AB.L
3.77%
0.03%
11.62%
18.82%
N/A
N/A
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KGGIX vs. V3AB.L - Expense Ratio Comparison
KGGIX has a 1.01% expense ratio, which is higher than V3AB.L's 0.24% expense ratio.
Risk-Adjusted Performance
KGGIX vs. V3AB.L — Risk-Adjusted Performance Rank
KGGIX
V3AB.L
KGGIX vs. V3AB.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kopernik Global All-Cap Fund (KGGIX) and Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L). 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
KGGIX vs. V3AB.L - Dividend Comparison
KGGIX's dividend yield for the trailing twelve months is around 4.55%, while V3AB.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGGIX Kopernik Global All-Cap Fund | 4.55% | 4.86% | 4.93% | 0.75% | 5.51% | 2.87% | 3.02% | 0.26% | 4.40% | 3.34% | 0.82% | 1.11% |
V3AB.L Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KGGIX vs. V3AB.L - Drawdown Comparison
The maximum KGGIX drawdown since its inception was -45.10%, which is greater than V3AB.L's maximum drawdown of -17.30%. Use the drawdown chart below to compare losses from any high point for KGGIX and V3AB.L. For additional features, visit the drawdowns tool.
Volatility
KGGIX vs. V3AB.L - Volatility Comparison
The current volatility for Kopernik Global All-Cap Fund (KGGIX) is 3.12%, while Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L) has a volatility of 3.43%. This indicates that KGGIX experiences smaller price fluctuations and is considered to be less risky than V3AB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.