VEIGX vs. SPY
Compare and contrast key facts about Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and SPDR S&P 500 ETF (SPY).
VEIGX is managed by Vanguard. It was launched on Jun 5, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIGX or SPY.
Correlation
The correlation between VEIGX and SPY is 0.89, 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
VEIGX vs. SPY - Performance Comparison
Key characteristics
VEIGX:
1.50
SPY:
2.20
VEIGX:
2.04
SPY:
2.91
VEIGX:
1.27
SPY:
1.41
VEIGX:
2.32
SPY:
3.35
VEIGX:
6.62
SPY:
13.99
VEIGX:
2.40%
SPY:
2.01%
VEIGX:
10.62%
SPY:
12.79%
VEIGX:
-30.54%
SPY:
-55.19%
VEIGX:
-4.32%
SPY:
-1.35%
Returns By Period
In the year-to-date period, VEIGX achieves a 1.28% return, which is significantly lower than SPY's 1.96% return.
VEIGX
1.28%
0.24%
2.97%
15.13%
11.15%
N/A
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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VEIGX vs. SPY - Expense Ratio Comparison
VEIGX has a 0.56% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
VEIGX vs. SPY — Risk-Adjusted Performance Rank
VEIGX
SPY
VEIGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and SPDR S&P 500 ETF (SPY). 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
VEIGX vs. SPY - Dividend Comparison
VEIGX's dividend yield for the trailing twelve months is around 1.66%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIGX Vanguard Global ESG Select Stock Fund Investor Shares | 1.66% | 1.68% | 1.72% | 1.69% | 1.22% | 0.86% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VEIGX vs. SPY - Drawdown Comparison
The maximum VEIGX drawdown since its inception was -30.54%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VEIGX and SPY. For additional features, visit the drawdowns tool.
Volatility
VEIGX vs. SPY - Volatility Comparison
The current volatility for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) is 4.17%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that VEIGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.