VGELX vs. VEU
Compare and contrast key facts about Vanguard Energy Fund Admiral Shares (VGELX) and Vanguard FTSE All-World ex-US ETF (VEU).
VGELX is managed by Vanguard. It was launched on Nov 12, 2001. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGELX or VEU.
Correlation
The correlation between VGELX and VEU is 0.74, 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
VGELX vs. VEU - Performance Comparison
Key characteristics
VGELX:
0.21
VEU:
0.94
VGELX:
0.34
VEU:
1.37
VGELX:
1.06
VEU:
1.17
VGELX:
0.12
VEU:
1.21
VGELX:
0.59
VEU:
2.98
VGELX:
5.54%
VEU:
3.98%
VGELX:
15.41%
VEU:
12.63%
VGELX:
-69.48%
VEU:
-61.52%
VGELX:
-22.67%
VEU:
-2.12%
Returns By Period
In the year-to-date period, VGELX achieves a 5.10% return, which is significantly lower than VEU's 6.83% return. Over the past 10 years, VGELX has underperformed VEU with an annualized return of 1.48%, while VEU has yielded a comparatively higher 5.25% annualized return.
VGELX
5.10%
1.85%
-7.91%
1.76%
4.82%
1.48%
VEU
6.83%
4.21%
1.34%
10.60%
6.22%
5.25%
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VGELX vs. VEU - Expense Ratio Comparison
VGELX has a 0.33% expense ratio, which is higher than VEU's 0.07% expense ratio.
Risk-Adjusted Performance
VGELX vs. VEU — Risk-Adjusted Performance Rank
VGELX
VEU
VGELX vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Fund Admiral Shares (VGELX) and Vanguard FTSE All-World ex-US ETF (VEU). 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
VGELX vs. VEU - Dividend Comparison
VGELX's dividend yield for the trailing twelve months is around 3.81%, more than VEU's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGELX Vanguard Energy Fund Admiral Shares | 3.81% | 4.00% | 4.28% | 4.71% | 3.69% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% | 2.34% |
VEU Vanguard FTSE All-World ex-US ETF | 3.03% | 3.24% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
VGELX vs. VEU - Drawdown Comparison
The maximum VGELX drawdown since its inception was -69.48%, which is greater than VEU's maximum drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for VGELX and VEU. For additional features, visit the drawdowns tool.
Volatility
VGELX vs. VEU - Volatility Comparison
Vanguard Energy Fund Admiral Shares (VGELX) has a higher volatility of 3.60% compared to Vanguard FTSE All-World ex-US ETF (VEU) at 3.20%. This indicates that VGELX's price experiences larger fluctuations and is considered to be riskier than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.