VEIGX vs. AIQ
Compare and contrast key facts about Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and Global X Artificial Intelligence & Technology ETF (AIQ).
VEIGX is managed by Vanguard. It was launched on Jun 5, 2019. AIQ is a passively managed fund by Global X that tracks the performance of the Indxx Artificial Intelligence & Big Data Index. It was launched on May 11, 2018.
Performance
VEIGX vs. AIQ - Performance Comparison
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VEIGX vs. AIQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VEIGX Vanguard Global ESG Select Stock Fund Investor Shares | -3.26% | 12.19% | 16.20% | 19.49% | -10.85% | 22.19% | 19.30% | 11.76% |
AIQ Global X Artificial Intelligence & Technology ETF | -6.92% | 31.89% | 24.11% | 55.39% | -36.44% | 17.09% | 52.88% | 14.26% |
Returns By Period
In the year-to-date period, VEIGX achieves a -3.26% return, which is significantly higher than AIQ's -6.92% return.
VEIGX
- 1D
- 2.73%
- 1M
- -5.78%
- YTD
- -3.26%
- 6M
- -2.27%
- 1Y
- 9.86%
- 3Y*
- 12.13%
- 5Y*
- 8.74%
- 10Y*
- —
AIQ
- 1D
- 1.44%
- 1M
- -5.43%
- YTD
- -6.92%
- 6M
- -5.03%
- 1Y
- 29.18%
- 3Y*
- 24.62%
- 5Y*
- 10.54%
- 10Y*
- —
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VEIGX vs. AIQ - Expense Ratio Comparison
VEIGX has a 0.56% expense ratio, which is lower than AIQ's 0.68% expense ratio.
Return for Risk
VEIGX vs. AIQ — Risk / Return Rank
VEIGX
AIQ
VEIGX vs. AIQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.
| VEIGX | AIQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.09 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.64 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.84 | -0.89 |
Martin ratioReturn relative to average drawdown | 3.51 | 6.13 | -2.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEIGX | AIQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.09 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.42 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.64 | +0.07 |
Correlation
The correlation between VEIGX and AIQ is 0.74, 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.
Dividends
VEIGX vs. AIQ - Dividend Comparison
VEIGX's dividend yield for the trailing twelve months is around 4.41%, more than AIQ's 0.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VEIGX Vanguard Global ESG Select Stock Fund Investor Shares | 4.41% | 4.54% | 4.87% | 1.72% | 2.11% | 2.63% | 0.99% | 0.77% | 0.00% |
AIQ Global X Artificial Intelligence & Technology ETF | 0.20% | 0.18% | 0.14% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% |
Drawdowns
VEIGX vs. AIQ - Drawdown Comparison
The maximum VEIGX drawdown since its inception was -30.54%, smaller than the maximum AIQ drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for VEIGX and AIQ.
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Drawdown Indicators
| VEIGX | AIQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.54% | -44.66% | +14.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -16.47% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -23.77% | -44.66% | +20.89% |
Current DrawdownCurrent decline from peak | -8.19% | -11.70% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -9.96% | +5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 4.95% | -2.00% |
Volatility
VEIGX vs. AIQ - Volatility Comparison
The current volatility for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) is 5.95%, while Global X Artificial Intelligence & Technology ETF (AIQ) has a volatility of 8.98%. This indicates that VEIGX experiences smaller price fluctuations and is considered to be less risky than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIGX | AIQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 8.98% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 17.89% | -8.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.43% | 26.96% | -10.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 24.97% | -10.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 25.40% | -8.02% |