VEIGX vs. VESGX
Compare and contrast key facts about Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX).
VEIGX is managed by Vanguard. It was launched on Jun 5, 2019. VESGX is managed by Vanguard. It was launched on Jun 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIGX or VESGX.
Key characteristics
| VEIGX | VESGX | |
|---|---|---|
| YTD Return | 14.98% | 15.07% |
| 1Y Return | 24.38% | 24.47% |
| 3Y Return (Ann) | 7.67% | 7.77% |
| 5Y Return (Ann) | 12.92% | 13.04% |
| Sharpe Ratio | 2.58 | 2.58 |
| Sortino Ratio | 3.65 | 3.64 |
| Omega Ratio | 1.46 | 1.46 |
| Calmar Ratio | 4.57 | 4.57 |
| Martin Ratio | 15.18 | 15.29 |
| Ulcer Index | 1.80% | 1.80% |
| Daily Std Dev | 10.61% | 10.64% |
| Max Drawdown | -30.54% | -30.52% |
| Current Drawdown | -3.49% | -3.49% |
Correlation
The correlation between VEIGX and VESGX is 1.00, 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. VESGX - Performance Comparison
The year-to-date returns for both investments are quite close, with VEIGX having a 14.98% return and VESGX slightly higher at 15.07%. 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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VEIGX vs. VESGX - Expense Ratio Comparison
VEIGX has a 0.56% expense ratio, which is higher than VESGX's 0.46% expense ratio.
Risk-Adjusted Performance
VEIGX vs. VESGX - 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 Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX). 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. VESGX - Dividend Comparison
VEIGX's dividend yield for the trailing twelve months is around 1.53%, less than VESGX's 1.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
VEIGX Vanguard Global ESG Select Stock Fund Investor Shares | 1.53% | 1.72% | 1.69% | 1.22% | 0.86% | 0.74% |
VESGX Vanguard Global ESG Select Stock Fund Admiral Shares | 1.61% | 1.81% | 1.81% | 1.31% | 0.93% | 0.78% |
Drawdowns
VEIGX vs. VESGX - Drawdown Comparison
The maximum VEIGX drawdown since its inception was -30.54%, roughly equal to the maximum VESGX drawdown of -30.52%. Use the drawdown chart below to compare losses from any high point for VEIGX and VESGX. For additional features, visit the drawdowns tool.
Volatility
VEIGX vs. VESGX - Volatility Comparison
Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) have volatilities of 2.86% and 2.86%, 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.