VFWAX vs. HUKX.L
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and HSBC FTSE 100 UCITS ETF GBP (HUKX.L).
VFWAX is managed by Vanguard. It was launched on Sep 27, 2011. HUKX.L is a passively managed fund by HSBC that tracks the performance of the FTSE AllSh TR GBP. It was launched on Aug 24, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWAX or HUKX.L.
Correlation
The correlation between VFWAX and HUKX.L is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VFWAX vs. HUKX.L - Performance Comparison
Key characteristics
VFWAX:
0.70
HUKX.L:
0.60
VFWAX:
1.06
HUKX.L:
0.85
VFWAX:
1.14
HUKX.L:
1.13
VFWAX:
0.83
HUKX.L:
0.59
VFWAX:
2.58
HUKX.L:
2.90
VFWAX:
4.27%
HUKX.L:
2.64%
VFWAX:
15.83%
HUKX.L:
12.80%
VFWAX:
-34.93%
HUKX.L:
-34.22%
VFWAX:
-1.50%
HUKX.L:
-4.09%
Returns By Period
In the year-to-date period, VFWAX achieves a 7.97% return, which is significantly higher than HUKX.L's 4.86% return. Over the past 10 years, VFWAX has underperformed HUKX.L with an annualized return of 4.89%, while HUKX.L has yielded a comparatively higher 5.84% annualized return.
VFWAX
7.97%
0.03%
3.77%
10.55%
10.68%
4.89%
HUKX.L
4.86%
-2.30%
4.29%
7.65%
11.45%
5.84%
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VFWAX vs. HUKX.L - Expense Ratio Comparison
VFWAX has a 0.11% expense ratio, which is higher than HUKX.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFWAX vs. HUKX.L — Risk-Adjusted Performance Rank
VFWAX
HUKX.L
VFWAX vs. HUKX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and HSBC FTSE 100 UCITS ETF GBP (HUKX.L). 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
VFWAX vs. HUKX.L - Dividend Comparison
VFWAX's dividend yield for the trailing twelve months is around 2.93%, less than HUKX.L's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWAX Vanguard FTSE All-World ex-US Index Fund Admiral Shares | 2.93% | 3.20% | 3.28% | 3.07% | 3.03% | 1.97% | 3.07% | 3.24% | 2.67% | 2.96% | 2.95% | 3.53% |
HUKX.L HSBC FTSE 100 UCITS ETF GBP | 3.56% | 3.74% | 3.50% | 3.63% | 3.19% | 4.04% | 4.31% | 4.35% | 3.79% | 3.49% | 3.79% | 3.25% |
Drawdowns
VFWAX vs. HUKX.L - Drawdown Comparison
The maximum VFWAX drawdown since its inception was -34.93%, roughly equal to the maximum HUKX.L drawdown of -34.22%. Use the drawdown chart below to compare losses from any high point for VFWAX and HUKX.L. For additional features, visit the drawdowns tool.
Volatility
VFWAX vs. HUKX.L - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) is 10.02%, while HSBC FTSE 100 UCITS ETF GBP (HUKX.L) has a volatility of 11.61%. This indicates that VFWAX experiences smaller price fluctuations and is considered to be less risky than HUKX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.