RPIEX vs. VIG
Compare and contrast key facts about T. Rowe Price Dynamic Global Bond Fund (RPIEX) and Vanguard Dividend Appreciation ETF (VIG).
RPIEX is managed by T. Rowe Price. It was launched on Jan 21, 2015. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPIEX or VIG.
Correlation
The correlation between RPIEX and VIG is -0.21. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
RPIEX vs. VIG - Performance Comparison
Key characteristics
RPIEX:
1.61
VIG:
1.79
RPIEX:
2.42
VIG:
2.52
RPIEX:
1.30
VIG:
1.33
RPIEX:
0.29
VIG:
3.61
RPIEX:
10.03
VIG:
11.02
RPIEX:
0.57%
VIG:
1.67%
RPIEX:
3.56%
VIG:
10.25%
RPIEX:
-19.85%
VIG:
-46.81%
RPIEX:
-14.93%
VIG:
-2.77%
Returns By Period
In the year-to-date period, RPIEX achieves a 4.93% return, which is significantly lower than VIG's 18.35% return.
RPIEX
4.93%
0.77%
3.03%
5.06%
-0.08%
N/A
VIG
18.35%
-2.56%
9.33%
18.36%
11.74%
11.38%
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RPIEX vs. VIG - Expense Ratio Comparison
RPIEX has a 0.71% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
RPIEX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dynamic Global Bond Fund (RPIEX) and Vanguard Dividend Appreciation ETF (VIG). 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
RPIEX vs. VIG - Dividend Comparison
RPIEX's dividend yield for the trailing twelve months is around 4.13%, more than VIG's 1.71% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Dynamic Global Bond Fund | 4.13% | 4.16% | 3.08% | 2.45% | 1.93% | 2.65% | 2.56% | 0.77% | 0.98% | 1.06% | 0.00% | 0.00% |
Vanguard Dividend Appreciation ETF | 1.71% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
RPIEX vs. VIG - Drawdown Comparison
The maximum RPIEX drawdown since its inception was -19.85%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for RPIEX and VIG. For additional features, visit the drawdowns tool.
Volatility
RPIEX vs. VIG - Volatility Comparison
The current volatility for T. Rowe Price Dynamic Global Bond Fund (RPIEX) is 0.76%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.43%. This indicates that RPIEX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.