VEIGX vs. VFIAX
Compare and contrast key facts about Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VEIGX is managed by Vanguard. It was launched on Jun 5, 2019. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIGX or VFIAX.
Correlation
The correlation between VEIGX and VFIAX 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. VFIAX - Performance Comparison
Key characteristics
VEIGX:
1.51
VFIAX:
2.03
VEIGX:
2.10
VFIAX:
2.71
VEIGX:
1.27
VFIAX:
1.38
VEIGX:
2.67
VFIAX:
3.02
VEIGX:
8.18
VFIAX:
13.49
VEIGX:
1.95%
VFIAX:
1.89%
VEIGX:
10.55%
VFIAX:
12.59%
VEIGX:
-30.54%
VFIAX:
-55.20%
VEIGX:
-4.55%
VFIAX:
-3.54%
Returns By Period
In the year-to-date period, VEIGX achieves a 13.72% return, which is significantly lower than VFIAX's 24.72% return.
VEIGX
13.72%
-0.91%
4.11%
15.17%
12.04%
N/A
VFIAX
24.72%
-0.24%
7.70%
24.80%
14.55%
13.00%
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VEIGX vs. VFIAX - Expense Ratio Comparison
VEIGX has a 0.56% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
VEIGX vs. VFIAX - 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 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
VEIGX's dividend yield for the trailing twelve months is around 0.14%, less than VFIAX's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Global ESG Select Stock Fund Investor Shares | 0.14% | 1.72% | 1.69% | 1.22% | 0.86% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard 500 Index Fund Admiral Shares | 0.91% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VEIGX vs. VFIAX - Drawdown Comparison
The maximum VEIGX drawdown since its inception was -30.54%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VEIGX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VEIGX vs. VFIAX - Volatility Comparison
The current volatility for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) is 3.33%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.65%. This indicates that VEIGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.