VEIGX vs. VIGI

In the year-to-date period, VEIGX achieves a 2.76% return, which is significantly lower than VIGI's 8.72% return.

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VEIGX has a 0.56% expense ratio, which is higher than VIGI's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and Vanguard International Dividend Appreciation ETF (VIGI). 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.

The current VEIGX Sharpe Ratio is 0.40, which is lower than the VIGI Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of VEIGX and VIGI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VEIGX's dividend yield for the trailing twelve months is around 1.58%, less than VIGI's 1.89% yield.

The maximum VEIGX drawdown since its inception was -30.54%, roughly equal to the maximum VIGI drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for VEIGX and VIGI. For additional features, visit the drawdowns tool.

Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) has a higher volatility of 4.49% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.46%. This indicates that VEIGX's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.