KXI vs. VCSAX
Compare and contrast key facts about iShares Global Consumer Staples ETF (KXI) and Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX).
KXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Staples Index. It was launched on Sep 21, 2006. VCSAX is managed by Vanguard. It was launched on Jan 30, 2004.
Performance
KXI vs. VCSAX - Performance Comparison
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KXI vs. VCSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 3.65% | 9.68% | 4.20% | 2.41% | -6.02% | 13.71% | 7.69% | 23.40% | -10.71% | 17.60% |
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 6.73% | 2.11% | 13.29% | 2.38% | -1.75% | 18.56% | 10.90% | 26.08% | -7.72% | 11.79% |
Returns By Period
In the year-to-date period, KXI achieves a 3.65% return, which is significantly lower than VCSAX's 6.73% return. Over the past 10 years, KXI has underperformed VCSAX with an annualized return of 5.72%, while VCSAX has yielded a comparatively higher 7.79% annualized return.
KXI
- 1D
- 0.15%
- 1M
- -8.90%
- YTD
- 3.65%
- 6M
- 5.35%
- 1Y
- 7.01%
- 3Y*
- 5.31%
- 5Y*
- 5.35%
- 10Y*
- 5.72%
VCSAX
- 1D
- 0.42%
- 1M
- -7.73%
- YTD
- 6.73%
- 6M
- 6.01%
- 1Y
- 4.71%
- 3Y*
- 7.58%
- 5Y*
- 7.46%
- 10Y*
- 7.79%
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KXI vs. VCSAX - Expense Ratio Comparison
KXI has a 0.46% expense ratio, which is higher than VCSAX's 0.10% expense ratio.
Return for Risk
KXI vs. VCSAX — Risk / Return Rank
KXI
VCSAX
KXI vs. VCSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) and Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX). 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.
| KXI | VCSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.46 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.76 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.62 | +0.16 |
Martin ratioReturn relative to average drawdown | 2.30 | 1.56 | +0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KXI | VCSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.46 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.54 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.66 | -0.17 |
Correlation
The correlation between KXI and VCSAX is 0.89, 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.
Dividends
KXI vs. VCSAX - Dividend Comparison
KXI's dividend yield for the trailing twelve months is around 2.21%, more than VCSAX's 2.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 2.21% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.15% | 2.26% | 2.33% | 2.65% | 2.37% | 2.99% | 2.50% | 2.44% | 2.78% | 2.52% | 2.40% | 2.56% |
Drawdowns
KXI vs. VCSAX - Drawdown Comparison
The maximum KXI drawdown since its inception was -42.27%, which is greater than VCSAX's maximum drawdown of -34.34%. Use the drawdown chart below to compare losses from any high point for KXI and VCSAX.
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Drawdown Indicators
| KXI | VCSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.27% | -34.34% | -7.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -9.28% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -16.56% | -0.89% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -25.08% | +0.49% |
Current DrawdownCurrent decline from peak | -8.90% | -7.73% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -3.72% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.72% | -0.21% |
Volatility
KXI vs. VCSAX - Volatility Comparison
iShares Global Consumer Staples ETF (KXI) has a higher volatility of 4.33% compared to Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) at 3.99%. This indicates that KXI's price experiences larger fluctuations and is considered to be riskier than VCSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KXI | VCSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.99% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.56% | 8.98% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 13.74% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.29% | 13.00% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 14.60% | -0.91% |