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