PXWEX vs. VTWO
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund (PXWEX) and Vanguard Russell 2000 ETF (VTWO).
PXWEX is managed by Impax Asset Management. It was launched on Sep 30, 1993. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXWEX or VTWO.
Correlation
The correlation between PXWEX and VTWO is 0.81, 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
PXWEX vs. VTWO - Performance Comparison
Key characteristics
PXWEX:
0.55
VTWO:
0.83
PXWEX:
0.77
VTWO:
1.28
PXWEX:
1.11
VTWO:
1.16
PXWEX:
0.64
VTWO:
0.95
PXWEX:
2.05
VTWO:
3.99
PXWEX:
3.46%
VTWO:
4.27%
PXWEX:
12.80%
VTWO:
20.59%
PXWEX:
-58.74%
VTWO:
-41.19%
PXWEX:
-7.30%
VTWO:
-6.36%
Returns By Period
In the year-to-date period, PXWEX achieves a 2.72% return, which is significantly higher than VTWO's 2.42% return. Over the past 10 years, PXWEX has underperformed VTWO with an annualized return of 6.85%, while VTWO has yielded a comparatively higher 8.50% annualized return.
PXWEX
2.72%
2.46%
1.70%
6.57%
5.89%
6.85%
VTWO
2.42%
2.54%
1.73%
16.00%
8.72%
8.50%
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PXWEX vs. VTWO - Expense Ratio Comparison
PXWEX has a 0.77% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
PXWEX vs. VTWO — Risk-Adjusted Performance Rank
PXWEX
VTWO
PXWEX vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund (PXWEX) and Vanguard Russell 2000 ETF (VTWO). 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
PXWEX vs. VTWO - Dividend Comparison
PXWEX's dividend yield for the trailing twelve months is around 2.29%, more than VTWO's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWEX Pax Ellevate Global Women’s Leadership Fund | 2.29% | 2.35% | 1.60% | 0.87% | 1.21% | 1.04% | 1.63% | 1.98% | 1.46% | 1.80% | 1.60% | 2.23% |
VTWO Vanguard Russell 2000 ETF | 1.18% | 1.21% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% |
Drawdowns
PXWEX vs. VTWO - Drawdown Comparison
The maximum PXWEX drawdown since its inception was -58.74%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for PXWEX and VTWO. For additional features, visit the drawdowns tool.
Volatility
PXWEX vs. VTWO - Volatility Comparison
The current volatility for Pax Ellevate Global Women’s Leadership Fund (PXWEX) is 3.24%, while Vanguard Russell 2000 ETF (VTWO) has a volatility of 4.78%. This indicates that PXWEX experiences smaller price fluctuations and is considered to be less risky than VTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.