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VESGX vs. VTI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VESGX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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VESGX vs. VTI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VESGX
Vanguard Global ESG Select Stock Fund Admiral Shares
-3.24%15.26%16.40%19.61%-10.76%22.34%19.43%11.83%
VTI
Vanguard Total Stock Market ETF
-3.29%17.10%23.81%26.05%-19.52%25.68%21.08%12.36%

Returns By Period

The year-to-date returns for both stocks are quite close, with VESGX having a -3.24% return and VTI slightly lower at -3.29%.


VESGX

1D
2.72%
1M
-5.78%
YTD
-3.24%
6M
-2.24%
1Y
9.94%
3Y*
13.25%
5Y*
9.44%
10Y*

VTI

1D
0.76%
1M
-4.38%
YTD
-3.29%
6M
-1.26%
1Y
18.60%
3Y*
18.14%
5Y*
10.63%
10Y*
13.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VESGX vs. VTI - Expense Ratio Comparison

VESGX has a 0.46% expense ratio, which is higher than VTI's 0.03% expense ratio.


Return for Risk

VESGX vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VESGX
VESGX Risk / Return Rank: 2727
Overall Rank
VESGX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VESGX Sortino Ratio Rank: 2424
Sortino Ratio Rank
VESGX Omega Ratio Rank: 2121
Omega Ratio Rank
VESGX Calmar Ratio Rank: 3434
Calmar Ratio Rank
VESGX Martin Ratio Rank: 3131
Martin Ratio Rank

VTI
VTI Risk / Return Rank: 5959
Overall Rank
VTI Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 5757
Sortino Ratio Rank
VTI Omega Ratio Rank: 6060
Omega Ratio Rank
VTI Calmar Ratio Rank: 5858
Calmar Ratio Rank
VTI Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VESGX vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) and Vanguard Total Stock Market ETF (VTI). 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.


VESGXVTIDifference

Sharpe ratio

Return per unit of total volatility

0.63

0.98

-0.36

Sortino ratio

Return per unit of downside risk

1.01

1.52

-0.51

Omega ratio

Gain probability vs. loss probability

1.13

1.23

-0.10

Calmar ratio

Return relative to maximum drawdown

0.97

1.54

-0.58

Martin ratio

Return relative to average drawdown

3.55

7.30

-3.75

VESGX vs. VTI - Sharpe Ratio Comparison

The current VESGX Sharpe Ratio is 0.63, which is lower than the VTI Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of VESGX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VESGXVTIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

0.98

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.61

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

0.48

+0.26

Correlation

The correlation between VESGX and VTI is 0.87, 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.


Dividends

VESGX vs. VTI - Dividend Comparison

VESGX's dividend yield for the trailing twelve months is around 4.53%, more than VTI's 1.17% yield.


TTM20252024202320222021202020192018201720162015
VESGX
Vanguard Global ESG Select Stock Fund Admiral Shares
4.53%6.98%5.05%1.81%2.24%2.74%1.06%0.82%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF
1.17%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%

Drawdowns

VESGX vs. VTI - Drawdown Comparison

The maximum VESGX drawdown since its inception was -30.52%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VESGX and VTI.


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Drawdown Indicators


VESGXVTIDifference

Max Drawdown

Largest peak-to-trough decline

-30.52%

-55.45%

+24.93%

Max Drawdown (1Y)

Largest decline over 1 year

-10.79%

-12.30%

+1.51%

Max Drawdown (5Y)

Largest decline over 5 years

-23.70%

-25.36%

+1.66%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

-8.19%

-5.54%

-2.65%

Average Drawdown

Average peak-to-trough decline

-4.11%

-8.08%

+3.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

2.60%

+0.34%

Volatility

VESGX vs. VTI - Volatility Comparison

Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) has a higher volatility of 5.95% compared to Vanguard Total Stock Market ETF (VTI) at 5.48%. This indicates that VESGX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VESGXVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.95%

5.48%

+0.47%

Volatility (6M)

Calculated over the trailing 6-month period

9.77%

9.75%

+0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

16.45%

19.02%

-2.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.53%

17.41%

-2.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.38%

18.29%

-0.91%