TBGVX vs. VEA
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and Vanguard FTSE Developed Markets ETF (VEA).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 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: TBGVX or VEA.
Correlation
The correlation between TBGVX and VEA is 0.76, 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
TBGVX vs. VEA - Performance Comparison
Key characteristics
TBGVX:
-0.48
VEA:
0.44
TBGVX:
-0.48
VEA:
0.68
TBGVX:
0.91
VEA:
1.08
TBGVX:
-0.40
VEA:
0.59
TBGVX:
-1.42
VEA:
1.53
TBGVX:
4.39%
VEA:
3.62%
TBGVX:
12.95%
VEA:
12.73%
TBGVX:
-50.97%
VEA:
-60.69%
TBGVX:
-15.04%
VEA:
-8.61%
Returns By Period
In the year-to-date period, TBGVX achieves a -0.31% return, which is significantly lower than VEA's 0.38% return. Over the past 10 years, TBGVX has underperformed VEA with an annualized return of 3.85%, while VEA has yielded a comparatively higher 5.94% annualized return.
TBGVX
-0.31%
-10.91%
-13.46%
-6.43%
2.00%
3.85%
VEA
0.38%
-3.66%
-3.22%
5.30%
4.94%
5.94%
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TBGVX vs. VEA - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
TBGVX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) 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
TBGVX vs. VEA - Dividend Comparison
TBGVX has not paid dividends to shareholders, while VEA's dividend yield for the trailing twelve months is around 3.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 0.00% | 0.00% | 1.69% | 1.56% | 1.41% | 0.94% | 1.59% | 1.57% | 1.10% | 1.17% | 0.86% | 1.27% |
VEA Vanguard FTSE Developed Markets ETF | 3.34% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
TBGVX vs. VEA - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -50.97%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for TBGVX and VEA. For additional features, visit the drawdowns tool.
Volatility
TBGVX vs. VEA - Volatility Comparison
Tweedy, Browne International Value Fund (TBGVX) has a higher volatility of 9.81% compared to Vanguard FTSE Developed Markets ETF (VEA) at 3.20%. This indicates that TBGVX's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.