VGWIX vs. AVMA
Compare and contrast key facts about Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) and Avantis Moderate Allocation ETF (AVMA).
VGWIX is managed by Vanguard. It was launched on Nov 2, 2017. AVMA is an actively managed fund by Avantis. It was launched on Jun 27, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGWIX or AVMA.
Correlation
The correlation between VGWIX and AVMA is 0.79, 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
VGWIX vs. AVMA - Performance Comparison
Key characteristics
VGWIX:
1.55
AVMA:
0.52
VGWIX:
2.22
AVMA:
0.77
VGWIX:
1.28
AVMA:
1.10
VGWIX:
2.02
AVMA:
0.92
VGWIX:
5.87
AVMA:
2.50
VGWIX:
1.36%
AVMA:
1.91%
VGWIX:
5.15%
AVMA:
9.19%
VGWIX:
-17.74%
AVMA:
-8.51%
VGWIX:
-0.11%
AVMA:
-3.52%
Returns By Period
In the year-to-date period, VGWIX achieves a 3.60% return, which is significantly higher than AVMA's 0.16% return.
VGWIX
3.60%
0.48%
0.48%
8.44%
6.77%
N/A
AVMA
0.16%
-1.94%
-1.03%
5.21%
N/A
N/A
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VGWIX vs. AVMA - Expense Ratio Comparison
VGWIX has a 0.41% expense ratio, which is higher than AVMA's 0.21% expense ratio.
Risk-Adjusted Performance
VGWIX vs. AVMA — Risk-Adjusted Performance Rank
VGWIX
AVMA
VGWIX vs. AVMA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) and Avantis Moderate Allocation ETF (AVMA). 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
VGWIX vs. AVMA - Dividend Comparison
VGWIX's dividend yield for the trailing twelve months is around 3.69%, more than AVMA's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
VGWIX Vanguard Global Wellesley Income Fund Investor Shares | 3.69% | 3.77% | 3.03% | 1.41% | 2.27% | 1.89% | 2.16% | 2.74% | 0.28% |
AVMA Avantis Moderate Allocation ETF | 2.28% | 2.28% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGWIX vs. AVMA - Drawdown Comparison
The maximum VGWIX drawdown since its inception was -17.74%, which is greater than AVMA's maximum drawdown of -8.51%. Use the drawdown chart below to compare losses from any high point for VGWIX and AVMA. For additional features, visit the drawdowns tool.
Volatility
VGWIX vs. AVMA - Volatility Comparison
The current volatility for Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) is 1.21%, while Avantis Moderate Allocation ETF (AVMA) has a volatility of 3.48%. This indicates that VGWIX experiences smaller price fluctuations and is considered to be less risky than AVMA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.