VFWPX vs. ACWX

The year-to-date returns for both investments are quite close, with VFWPX having a 13.03% return and ACWX slightly higher at 13.13%. Over the past 10 years, VFWPX has outperformed ACWX with an annualized return of 5.39%, while ACWX has yielded a comparatively lower 4.98% annualized return.

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VFWPX has a 0.06% expense ratio, which is lower than ACWX's 0.32% expense ratio.

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.

The current VFWPX Sharpe Ratio is 0.68, which is comparable to the ACWX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of VFWPX and ACWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFWPX's dividend yield for the trailing twelve months is around 2.85%, more than ACWX's 2.63% yield.

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.

The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) is 2.86%, while iShares MSCI ACWI ex U.S. ETF (ACWX) has a volatility of 3.24%. 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.