TOK vs. VIG
Compare and contrast key facts about iShares MSCI Kokusai ETF (TOK) and Vanguard Dividend Appreciation ETF (VIG).
TOK and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOK is a passively managed fund by iShares that tracks the performance of the MSCI Kokusai Index. It was launched on Dec 10, 2007. 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. Both TOK and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOK or VIG.
Correlation
The correlation between TOK and VIG is 0.77, 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
TOK vs. VIG - Performance Comparison
Key characteristics
TOK:
1.90
VIG:
1.88
TOK:
2.60
VIG:
2.64
TOK:
1.35
VIG:
1.34
TOK:
2.92
VIG:
3.78
TOK:
12.44
VIG:
11.75
TOK:
1.79%
VIG:
1.63%
TOK:
11.73%
VIG:
10.20%
TOK:
-56.18%
VIG:
-46.81%
TOK:
-3.13%
VIG:
-3.60%
Returns By Period
In the year-to-date period, TOK achieves a 20.30% return, which is significantly higher than VIG's 17.35% return. Over the past 10 years, TOK has underperformed VIG with an annualized return of 10.63%, while VIG has yielded a comparatively higher 11.31% annualized return.
TOK
20.30%
-0.80%
7.30%
20.83%
12.03%
10.63%
VIG
17.35%
-1.84%
7.77%
17.96%
11.67%
11.31%
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TOK vs. VIG - Expense Ratio Comparison
TOK has a 0.25% expense ratio, which is higher than VIG's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TOK vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Kokusai ETF (TOK) 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
TOK vs. VIG - Dividend Comparison
TOK's dividend yield for the trailing twelve months is around 1.65%, more than VIG's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOK iShares MSCI Kokusai ETF | 1.65% | 1.95% | 3.55% | 1.66% | 1.52% | 2.12% | 2.74% | 2.60% | 2.56% | 3.02% | 2.64% | 2.38% |
VIG Vanguard Dividend Appreciation ETF | 1.27% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
TOK vs. VIG - Drawdown Comparison
The maximum TOK drawdown since its inception was -56.18%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for TOK and VIG. For additional features, visit the drawdowns tool.
Volatility
TOK vs. VIG - Volatility Comparison
iShares MSCI Kokusai ETF (TOK) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.57% and 3.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.