SGOVX vs. VEA
Compare and contrast key facts about First Eagle Overseas Fund (SGOVX) and Vanguard FTSE Developed Markets ETF (VEA).
SGOVX is managed by First Eagle. It was launched on Aug 31, 1993. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOVX or VEA.
Correlation
The correlation between SGOVX and VEA is 0.78, 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
SGOVX vs. VEA - Performance Comparison
Key characteristics
SGOVX:
1.15
VEA:
0.66
SGOVX:
1.61
VEA:
1.04
SGOVX:
1.22
VEA:
1.14
SGOVX:
1.27
VEA:
0.85
SGOVX:
3.38
VEA:
2.55
SGOVX:
4.34%
VEA:
4.45%
SGOVX:
12.78%
VEA:
17.28%
SGOVX:
-48.37%
VEA:
-60.69%
SGOVX:
-0.82%
VEA:
-2.08%
Returns By Period
In the year-to-date period, SGOVX achieves a 12.39% return, which is significantly higher than VEA's 8.51% return. Over the past 10 years, SGOVX has underperformed VEA with an annualized return of 2.95%, while VEA has yielded a comparatively higher 5.24% annualized return.
SGOVX
12.39%
0.64%
3.67%
13.33%
7.34%
2.95%
VEA
8.51%
-0.90%
4.31%
9.07%
11.65%
5.24%
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SGOVX vs. VEA - Expense Ratio Comparison
SGOVX has a 1.16% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
SGOVX vs. VEA — Risk-Adjusted Performance Rank
SGOVX
VEA
SGOVX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund (SGOVX) and Vanguard FTSE Developed Markets ETF (VEA). 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
SGOVX vs. VEA - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 5.11%, more than VEA's 3.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOVX First Eagle Overseas Fund | 5.11% | 5.75% | 1.70% | 0.08% | 3.45% | 0.21% | 2.09% | 1.26% | 1.62% | 1.16% | 0.20% | 1.07% |
VEA Vanguard FTSE Developed Markets ETF | 3.02% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
SGOVX vs. VEA - Drawdown Comparison
The maximum SGOVX drawdown since its inception was -48.37%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for SGOVX and VEA. For additional features, visit the drawdowns tool.
Volatility
SGOVX vs. VEA - Volatility Comparison
The current volatility for First Eagle Overseas Fund (SGOVX) is 7.91%, while Vanguard FTSE Developed Markets ETF (VEA) has a volatility of 11.52%. This indicates that SGOVX experiences smaller price fluctuations and is considered to be less risky than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.