VDC vs. KXI
Compare and contrast key facts about Vanguard Consumer Staples ETF (VDC) and iShares Global Consumer Staples ETF (KXI).
VDC and KXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. KXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Staples Index. It was launched on Sep 21, 2006. Both VDC and KXI 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: VDC or KXI.
Key characteristics
| VDC | KXI | |
|---|---|---|
| YTD Return | 5.99% | 1.57% |
| 1Y Return | 4.86% | -2.85% |
| 3Y Return (Ann) | 6.45% | 2.82% |
| 5Y Return (Ann) | 9.25% | 5.50% |
| 10Y Return (Ann) | 8.62% | 5.54% |
| Sharpe Ratio | 0.40 | -0.31 |
| Daily Std Dev | 10.45% | 10.00% |
| Max Drawdown | -34.24% | -42.27% |
| Current Drawdown | -1.27% | -3.91% |
Correlation
The correlation between VDC and KXI is 0.88, 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
VDC vs. KXI - Performance Comparison
In the year-to-date period, VDC achieves a 5.99% return, which is significantly higher than KXI's 1.57% return. Over the past 10 years, VDC has outperformed KXI with an annualized return of 8.62%, while KXI has yielded a comparatively lower 5.54% annualized 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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VDC vs. KXI - Expense Ratio Comparison
VDC has a 0.10% expense ratio, which is lower than KXI's 0.46% expense ratio.
Risk-Adjusted Performance
VDC vs. KXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) and iShares Global Consumer Staples ETF (KXI). 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
VDC vs. KXI - Dividend Comparison
VDC's dividend yield for the trailing twelve months is around 2.52%, less than KXI's 2.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDC Vanguard Consumer Staples ETF | 2.52% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
KXI iShares Global Consumer Staples ETF | 2.94% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% | 2.35% | 2.03% |
Drawdowns
VDC vs. KXI - Drawdown Comparison
The maximum VDC drawdown since its inception was -34.24%, smaller than the maximum KXI drawdown of -42.27%. Use the drawdown chart below to compare losses from any high point for VDC and KXI. For additional features, visit the drawdowns tool.
Volatility
VDC vs. KXI - Volatility Comparison
Vanguard Consumer Staples ETF (VDC) and iShares Global Consumer Staples ETF (KXI) have volatilities of 2.98% and 2.98%, 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.