VFWPX vs. ACWX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and iShares MSCI ACWI ex U.S. ETF (ACWX).
VFWPX is managed by Vanguard. It was launched on Dec 16, 2010. ACWX is a passively managed fund by iShares that tracks the performance of the MSCI All Country World ex-U.S. Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWPX or ACWX.
Correlation
The correlation between VFWPX and ACWX is 0.98, 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
VFWPX vs. ACWX - Performance Comparison
Key characteristics
VFWPX:
-0.06
ACWX:
-0.07
VFWPX:
0.02
ACWX:
0.00
VFWPX:
1.00
ACWX:
1.00
VFWPX:
-0.08
ACWX:
-0.10
VFWPX:
-0.20
ACWX:
-0.26
VFWPX:
4.00%
ACWX:
4.09%
VFWPX:
14.24%
ACWX:
14.90%
VFWPX:
-34.85%
ACWX:
-60.39%
VFWPX:
-10.28%
ACWX:
-10.81%
Returns By Period
In the year-to-date period, VFWPX achieves a -1.63% return, which is significantly higher than ACWX's -1.80% return. Over the past 10 years, VFWPX has outperformed ACWX with an annualized return of 4.29%, while ACWX has yielded a comparatively lower 3.82% annualized return.
VFWPX
-1.63%
-9.47%
-8.82%
-0.18%
10.72%
4.29%
ACWX
-1.80%
-10.01%
-8.94%
-0.43%
10.24%
3.82%
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VFWPX vs. ACWX - Expense Ratio Comparison
VFWPX has a 0.06% expense ratio, which is lower than ACWX's 0.32% expense ratio.
Risk-Adjusted Performance
VFWPX vs. ACWX — Risk-Adjusted Performance Rank
VFWPX
ACWX
VFWPX vs. ACWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and iShares MSCI ACWI ex U.S. ETF (ACWX). 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
VFWPX vs. ACWX - Dividend Comparison
VFWPX's dividend yield for the trailing twelve months is around 3.28%, more than ACWX's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWPX Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | 3.28% | 3.26% | 3.33% | 3.12% | 3.08% | 2.01% | 3.12% | 3.30% | 2.70% | 3.00% | 2.99% | 3.57% |
ACWX iShares MSCI ACWI ex U.S. ETF | 3.03% | 2.97% | 2.96% | 2.68% | 2.73% | 1.88% | 3.22% | 2.65% | 2.40% | 2.77% | 2.51% | 3.18% |
Drawdowns
VFWPX vs. ACWX - Drawdown Comparison
The maximum VFWPX drawdown since its inception was -34.85%, smaller than the maximum ACWX drawdown of -60.39%. Use the drawdown chart below to compare losses from any high point for VFWPX and ACWX. For additional features, visit the drawdowns tool.
Volatility
VFWPX vs. ACWX - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) is 7.30%, while iShares MSCI ACWI ex U.S. ETF (ACWX) has a volatility of 7.83%. This indicates that VFWPX experiences smaller price fluctuations and is considered to be less risky than ACWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.