MNCEX vs. VTI
Compare and contrast key facts about Mercer Non-US Core Equity Fund (MNCEX) and Vanguard Total Stock Market ETF (VTI).
MNCEX is managed by Mercer Funds. It was launched on Aug 17, 2006. 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: MNCEX or VTI.
Correlation
The correlation between MNCEX and VTI is 0.69, 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
MNCEX vs. VTI - Performance Comparison
Key characteristics
MNCEX:
0.76
VTI:
1.75
MNCEX:
1.08
VTI:
2.36
MNCEX:
1.14
VTI:
1.32
MNCEX:
0.52
VTI:
2.66
MNCEX:
2.04
VTI:
10.57
MNCEX:
4.85%
VTI:
2.16%
MNCEX:
12.96%
VTI:
13.04%
MNCEX:
-39.91%
VTI:
-55.45%
MNCEX:
-10.57%
VTI:
-0.80%
Returns By Period
In the year-to-date period, MNCEX achieves a 6.52% return, which is significantly higher than VTI's 3.43% return.
MNCEX
6.52%
7.47%
1.89%
9.34%
2.55%
N/A
VTI
3.43%
4.33%
12.92%
21.93%
13.60%
12.66%
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MNCEX vs. VTI - Expense Ratio Comparison
MNCEX has a 0.39% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
MNCEX vs. VTI — Risk-Adjusted Performance Rank
MNCEX
VTI
MNCEX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercer Non-US Core Equity Fund (MNCEX) 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
MNCEX vs. VTI - Dividend Comparison
MNCEX's dividend yield for the trailing twelve months is around 5.31%, more than VTI's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNCEX Mercer Non-US Core Equity Fund | 5.31% | 5.66% | 3.60% | 0.56% | 3.10% | 1.52% | 1.98% | 0.00% | 0.00% | 0.00% | 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
MNCEX vs. VTI - Drawdown Comparison
The maximum MNCEX drawdown since its inception was -39.91%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MNCEX and VTI. For additional features, visit the drawdowns tool.
Volatility
MNCEX vs. VTI - Volatility Comparison
Mercer Non-US Core Equity Fund (MNCEX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.54% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.