PSWD.DE vs. VHGEX
Compare and contrast key facts about Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) and Vanguard Global Equity Fund (VHGEX).
PSWD.DE is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI All-World 3000. It was launched on Dec 3, 2007. VHGEX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSWD.DE or VHGEX.
Correlation
The correlation between PSWD.DE and VHGEX is 0.60, 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
PSWD.DE vs. VHGEX - Performance Comparison
Key characteristics
PSWD.DE:
2.04
VHGEX:
1.25
PSWD.DE:
2.72
VHGEX:
1.77
PSWD.DE:
1.40
VHGEX:
1.22
PSWD.DE:
2.63
VHGEX:
2.03
PSWD.DE:
11.74
VHGEX:
7.04
PSWD.DE:
1.84%
VHGEX:
2.39%
PSWD.DE:
10.64%
VHGEX:
13.44%
PSWD.DE:
-36.39%
VHGEX:
-65.71%
PSWD.DE:
-0.16%
VHGEX:
-0.32%
Returns By Period
In the year-to-date period, PSWD.DE achieves a 6.21% return, which is significantly lower than VHGEX's 6.72% return. Over the past 10 years, PSWD.DE has outperformed VHGEX with an annualized return of 9.10%, while VHGEX has yielded a comparatively lower 8.23% annualized return.
PSWD.DE
6.21%
2.29%
13.25%
20.56%
11.11%
9.10%
VHGEX
6.72%
4.26%
7.30%
18.01%
9.48%
8.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSWD.DE vs. VHGEX - Expense Ratio Comparison
PSWD.DE has a 0.39% expense ratio, which is lower than VHGEX's 0.45% expense ratio.
Risk-Adjusted Performance
PSWD.DE vs. VHGEX — Risk-Adjusted Performance Rank
PSWD.DE
VHGEX
PSWD.DE vs. VHGEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) and Vanguard Global Equity Fund (VHGEX). 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
PSWD.DE vs. VHGEX - Dividend Comparison
PSWD.DE's dividend yield for the trailing twelve months is around 2.14%, more than VHGEX's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 2.14% | 2.27% | 2.48% | 2.66% | 1.92% | 1.98% | 2.37% | 2.56% | 2.06% | 1.97% | 2.02% | 0.83% |
VHGEX Vanguard Global Equity Fund | 1.17% | 1.25% | 1.15% | 1.65% | 0.92% | 0.67% | 2.33% | 1.59% | 1.29% | 1.51% | 1.71% | 1.56% |
Drawdowns
PSWD.DE vs. VHGEX - Drawdown Comparison
The maximum PSWD.DE drawdown since its inception was -36.39%, smaller than the maximum VHGEX drawdown of -65.71%. Use the drawdown chart below to compare losses from any high point for PSWD.DE and VHGEX. For additional features, visit the drawdowns tool.
Volatility
PSWD.DE vs. VHGEX - Volatility Comparison
The current volatility for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) is 1.98%, while Vanguard Global Equity Fund (VHGEX) has a volatility of 3.48%. This indicates that PSWD.DE experiences smaller price fluctuations and is considered to be less risky than VHGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.