KGGIX vs. VWRP.L
Compare and contrast key facts about Kopernik Global All-Cap Fund (KGGIX) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L).
KGGIX is managed by Kopernik. It was launched on Oct 31, 2013. VWRP.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KGGIX or VWRP.L.
Correlation
The correlation between KGGIX and VWRP.L is 0.51, 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. VWRP.L - Performance Comparison
Key characteristics
KGGIX:
0.79
VWRP.L:
1.90
KGGIX:
1.16
VWRP.L:
2.69
KGGIX:
1.14
VWRP.L:
1.36
KGGIX:
0.37
VWRP.L:
3.17
KGGIX:
2.02
VWRP.L:
13.76
KGGIX:
4.27%
VWRP.L:
1.40%
KGGIX:
11.01%
VWRP.L:
10.11%
KGGIX:
-45.10%
VWRP.L:
-25.10%
KGGIX:
-16.70%
VWRP.L:
-0.31%
Returns By Period
In the year-to-date period, KGGIX achieves a 6.84% return, which is significantly higher than VWRP.L's 4.21% return.
KGGIX
6.84%
4.18%
0.71%
6.84%
7.84%
6.63%
VWRP.L
4.21%
0.05%
11.26%
19.09%
11.10%
N/A
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KGGIX vs. VWRP.L - Expense Ratio Comparison
KGGIX has a 1.01% expense ratio, which is higher than VWRP.L's 0.22% expense ratio.
Risk-Adjusted Performance
KGGIX vs. VWRP.L — Risk-Adjusted Performance Rank
KGGIX
VWRP.L
KGGIX vs. VWRP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kopernik Global All-Cap Fund (KGGIX) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.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. VWRP.L - Dividend Comparison
KGGIX's dividend yield for the trailing twelve months is around 4.55%, while VWRP.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% |
VWRP.L Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KGGIX vs. VWRP.L - Drawdown Comparison
The maximum KGGIX drawdown since its inception was -45.10%, which is greater than VWRP.L's maximum drawdown of -25.10%. Use the drawdown chart below to compare losses from any high point for KGGIX and VWRP.L. For additional features, visit the drawdowns tool.
Volatility
KGGIX vs. VWRP.L - Volatility Comparison
Kopernik Global All-Cap Fund (KGGIX) has a higher volatility of 3.12% compared to Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L) at 2.92%. This indicates that KGGIX's price experiences larger fluctuations and is considered to be riskier than VWRP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.