VGWE.DE vs. NTSX
Compare and contrast key facts about Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc (VGWE.DE) and WisdomTree U.S. Efficient Core Fund (NTSX).
VGWE.DE and NTSX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGWE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World High Dividend Yield Index. It was launched on Sep 24, 2019. NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGWE.DE or NTSX.
Correlation
The correlation between VGWE.DE and NTSX is 0.48, 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
VGWE.DE vs. NTSX - Performance Comparison
Key characteristics
VGWE.DE:
0.21
NTSX:
0.39
VGWE.DE:
0.34
NTSX:
0.65
VGWE.DE:
1.05
NTSX:
1.09
VGWE.DE:
0.17
NTSX:
0.43
VGWE.DE:
0.86
NTSX:
1.88
VGWE.DE:
3.31%
NTSX:
3.88%
VGWE.DE:
13.55%
NTSX:
18.84%
VGWE.DE:
-16.43%
NTSX:
-31.34%
VGWE.DE:
-11.76%
NTSX:
-12.35%
Returns By Period
In the year-to-date period, VGWE.DE achieves a -5.45% return, which is significantly higher than NTSX's -7.82% return.
VGWE.DE
-5.45%
-8.55%
-6.39%
3.60%
N/A
N/A
NTSX
-7.82%
-6.09%
-8.58%
8.44%
10.21%
N/A
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VGWE.DE vs. NTSX - Expense Ratio Comparison
VGWE.DE has a 0.29% expense ratio, which is higher than NTSX's 0.20% expense ratio.
Risk-Adjusted Performance
VGWE.DE vs. NTSX — Risk-Adjusted Performance Rank
VGWE.DE
NTSX
VGWE.DE vs. NTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc (VGWE.DE) and WisdomTree U.S. Efficient Core Fund (NTSX). 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
VGWE.DE vs. NTSX - Dividend Comparison
VGWE.DE has not paid dividends to shareholders, while NTSX's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VGWE.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.30% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% |
Drawdowns
VGWE.DE vs. NTSX - Drawdown Comparison
The maximum VGWE.DE drawdown since its inception was -16.43%, smaller than the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for VGWE.DE and NTSX. For additional features, visit the drawdowns tool.
Volatility
VGWE.DE vs. NTSX - Volatility Comparison
The current volatility for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc (VGWE.DE) is 10.21%, while WisdomTree U.S. Efficient Core Fund (NTSX) has a volatility of 13.53%. This indicates that VGWE.DE experiences smaller price fluctuations and is considered to be less risky than NTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.