SGOVX vs. VXUS
Compare and contrast key facts about First Eagle Overseas Fund (SGOVX) and Vanguard Total International Stock ETF (VXUS).
SGOVX is managed by First Eagle. It was launched on Aug 31, 1993. 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: SGOVX or VXUS.
Correlation
The correlation between SGOVX and VXUS is 0.85, 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. VXUS - Performance Comparison
Key characteristics
SGOVX:
1.15
VXUS:
0.68
SGOVX:
1.61
VXUS:
1.06
SGOVX:
1.22
VXUS:
1.14
SGOVX:
1.27
VXUS:
0.85
SGOVX:
3.38
VXUS:
2.68
SGOVX:
4.34%
VXUS:
4.29%
SGOVX:
12.78%
VXUS:
16.95%
SGOVX:
-48.37%
VXUS:
-35.97%
SGOVX:
-0.82%
VXUS:
-2.73%
Returns By Period
In the year-to-date period, SGOVX achieves a 12.39% return, which is significantly higher than VXUS's 6.39% return. Over the past 10 years, SGOVX has underperformed VXUS with an annualized return of 2.95%, while VXUS has yielded a comparatively higher 4.68% annualized return.
SGOVX
12.39%
0.64%
3.67%
13.33%
7.34%
2.95%
VXUS
6.39%
-1.65%
2.16%
9.32%
10.67%
4.68%
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SGOVX vs. VXUS - Expense Ratio Comparison
SGOVX has a 1.16% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
SGOVX vs. VXUS — Risk-Adjusted Performance Rank
SGOVX
VXUS
SGOVX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund (SGOVX) 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
SGOVX vs. VXUS - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 5.11%, more than VXUS's 3.12% 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% |
VXUS Vanguard Total International Stock ETF | 3.12% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
SGOVX vs. VXUS - Drawdown Comparison
The maximum SGOVX drawdown since its inception was -48.37%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for SGOVX and VXUS. For additional features, visit the drawdowns tool.
Volatility
SGOVX vs. VXUS - Volatility Comparison
The current volatility for First Eagle Overseas Fund (SGOVX) is 7.91%, while Vanguard Total International Stock ETF (VXUS) has a volatility of 11.20%. This indicates that SGOVX experiences smaller price fluctuations and is considered to be less risky than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.