NSRIX vs. VXUS
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Vanguard Total International Stock ETF (VXUS).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or VXUS.
Correlation
The correlation between NSRIX and VXUS is 0.82, 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. VXUS - Performance Comparison
Key characteristics
NSRIX:
0.17
VXUS:
0.64
NSRIX:
0.37
VXUS:
1.01
NSRIX:
1.05
VXUS:
1.13
NSRIX:
0.16
VXUS:
0.80
NSRIX:
0.55
VXUS:
2.52
NSRIX:
5.90%
VXUS:
4.29%
NSRIX:
18.62%
VXUS:
16.97%
NSRIX:
-55.34%
VXUS:
-35.97%
NSRIX:
-11.19%
VXUS:
-1.41%
Returns By Period
In the year-to-date period, NSRIX achieves a -3.40% return, which is significantly lower than VXUS's 7.84% return. Over the past 10 years, NSRIX has outperformed VXUS with an annualized return of 7.64%, while VXUS has yielded a comparatively lower 4.95% annualized return.
NSRIX
-3.40%
0.27%
-7.77%
2.23%
11.68%
7.64%
VXUS
7.84%
1.36%
3.62%
10.27%
10.50%
4.95%
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NSRIX vs. VXUS - Expense Ratio Comparison
NSRIX has a 0.29% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
NSRIX vs. VXUS — Risk-Adjusted Performance Rank
NSRIX
VXUS
NSRIX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Vanguard Total International Stock ETF (VXUS). 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. VXUS - Dividend Comparison
NSRIX's dividend yield for the trailing twelve months is around 5.74%, more than VXUS's 3.08% 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% |
VXUS Vanguard Total International Stock ETF | 3.08% | 3.37% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
NSRIX vs. VXUS - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.34%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for NSRIX and VXUS. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. VXUS - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) has a higher volatility of 12.23% compared to Vanguard Total International Stock ETF (VXUS) at 11.22%. This indicates that NSRIX's price experiences larger fluctuations and is considered to be riskier than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.