VGRLX vs. VITAX
Compare and contrast key facts about Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VGRLX is managed by Vanguard. It was launched on Feb 10, 2011. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGRLX or VITAX.
Correlation
The correlation between VGRLX and VITAX is 0.67, 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
VGRLX vs. VITAX - Performance Comparison
Key characteristics
VGRLX:
0.61
VITAX:
0.38
VGRLX:
0.81
VITAX:
0.71
VGRLX:
1.10
VITAX:
1.10
VGRLX:
0.27
VITAX:
0.40
VGRLX:
0.90
VITAX:
1.33
VGRLX:
7.94%
VITAX:
8.30%
VGRLX:
13.53%
VITAX:
30.22%
VGRLX:
-38.77%
VITAX:
-54.81%
VGRLX:
-16.80%
VITAX:
-11.62%
Returns By Period
In the year-to-date period, VGRLX achieves a 9.62% return, which is significantly higher than VITAX's -7.97% return. Over the past 10 years, VGRLX has underperformed VITAX with an annualized return of 1.02%, while VITAX has yielded a comparatively higher 19.31% annualized return.
VGRLX
9.62%
13.46%
3.25%
8.14%
2.53%
1.02%
VITAX
-7.97%
21.70%
-8.39%
11.46%
18.78%
19.31%
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VGRLX vs. VITAX - Expense Ratio Comparison
VGRLX has a 0.12% expense ratio, which is higher than VITAX's 0.10% 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
VGRLX vs. VITAX — Risk-Adjusted Performance Rank
VGRLX
VITAX
VGRLX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
VGRLX vs. VITAX - Dividend Comparison
VGRLX's dividend yield for the trailing twelve months is around 4.72%, more than VITAX's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGRLX Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares | 4.72% | 5.17% | 3.74% | 0.56% | 6.49% | 0.92% | 7.76% | 4.62% | 3.86% | 5.17% | 2.84% | 4.08% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.56% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VGRLX vs. VITAX - Drawdown Comparison
The maximum VGRLX drawdown since its inception was -38.77%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VGRLX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VGRLX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) is 4.08%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 15.94%. This indicates that VGRLX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.