V3AB.L vs. KGGIX
Compare and contrast key facts about Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L) and Kopernik Global All-Cap Fund (KGGIX).
V3AB.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Mar 23, 2021. KGGIX is managed by Kopernik. It was launched on Oct 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: V3AB.L or KGGIX.
Key characteristics
| V3AB.L | KGGIX | |
|---|---|---|
| YTD Return | 8.57% | 4.38% |
| 1Y Return | 21.81% | 6.14% |
| 3Y Return (Ann) | 8.82% | 1.29% |
| Sharpe Ratio | 2.04 | 0.59 |
| Daily Std Dev | 10.62% | 10.80% |
| Max Drawdown | -17.30% | -45.11% |
| Current Drawdown | -0.12% | -3.60% |
Correlation
The correlation between V3AB.L and KGGIX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
V3AB.L vs. KGGIX - Performance Comparison
In the year-to-date period, V3AB.L achieves a 8.57% return, which is significantly higher than KGGIX's 4.38% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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V3AB.L vs. KGGIX - Expense Ratio Comparison
V3AB.L has a 0.24% expense ratio, which is lower than KGGIX's 1.01% expense ratio.
Risk-Adjusted Performance
V3AB.L vs. KGGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L) and Kopernik Global All-Cap Fund (KGGIX). 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
V3AB.L vs. KGGIX - Dividend Comparison
V3AB.L has not paid dividends to shareholders, while KGGIX's dividend yield for the trailing twelve months is around 8.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V3AB.L Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KGGIX Kopernik Global All-Cap Fund | 8.24% | 8.60% | 13.59% | 9.30% | 4.81% | 3.02% | 0.25% | 4.40% | 3.34% | 0.81% | 1.11% | 0.01% |
Drawdowns
V3AB.L vs. KGGIX - Drawdown Comparison
The maximum V3AB.L drawdown since its inception was -17.30%, smaller than the maximum KGGIX drawdown of -45.11%. Use the drawdown chart below to compare losses from any high point for V3AB.L and KGGIX. For additional features, visit the drawdowns tool.
Volatility
V3AB.L vs. KGGIX - Volatility Comparison
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L) has a higher volatility of 4.44% compared to Kopernik Global All-Cap Fund (KGGIX) at 2.32%. This indicates that V3AB.L's price experiences larger fluctuations and is considered to be riskier than KGGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.