NSRIX vs. VEU
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Vanguard FTSE All-World ex-US ETF (VEU).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or VEU.
Correlation
The correlation between NSRIX and VEU is 0.83, 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
NSRIX vs. VEU - Performance Comparison
Key characteristics
NSRIX:
0.17
VEU:
0.66
NSRIX:
0.37
VEU:
1.05
NSRIX:
1.05
VEU:
1.14
NSRIX:
0.16
VEU:
0.82
NSRIX:
0.55
VEU:
2.57
NSRIX:
5.90%
VEU:
4.37%
NSRIX:
18.62%
VEU:
16.94%
NSRIX:
-55.34%
VEU:
-61.52%
NSRIX:
-11.19%
VEU:
-1.48%
Returns By Period
In the year-to-date period, NSRIX achieves a -3.40% return, which is significantly lower than VEU's 8.08% return. Over the past 10 years, NSRIX has outperformed VEU with an annualized return of 7.49%, while VEU has yielded a comparatively lower 4.86% annualized return.
NSRIX
-3.40%
-1.66%
-7.77%
3.56%
12.06%
7.49%
VEU
8.08%
0.37%
3.83%
11.59%
11.05%
4.86%
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NSRIX vs. VEU - Expense Ratio Comparison
NSRIX has a 0.29% expense ratio, which is higher than VEU's 0.07% expense ratio.
Risk-Adjusted Performance
NSRIX vs. VEU — Risk-Adjusted Performance Rank
NSRIX
VEU
NSRIX vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Vanguard FTSE All-World ex-US ETF (VEU). 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
NSRIX vs. VEU - Dividend Comparison
NSRIX's dividend yield for the trailing twelve months is around 5.74%, more than VEU's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRIX Northern Global Sustainability Index Fund | 5.74% | 5.55% | 1.57% | 1.90% | 5.26% | 1.62% | 2.70% | 3.46% | 3.14% | 3.46% | 3.79% | 2.22% |
VEU Vanguard FTSE All-World ex-US ETF | 2.97% | 3.24% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
NSRIX vs. VEU - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.34%, smaller than the maximum VEU drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for NSRIX and VEU. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. VEU - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) has a higher volatility of 12.23% compared to Vanguard FTSE All-World ex-US ETF (VEU) at 11.24%. This indicates that NSRIX's price experiences larger fluctuations and is considered to be riskier than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.