VGWLX vs. VWELX
Compare and contrast key facts about Vanguard Global Wellington Fund Investor Shares (VGWLX) and Vanguard Wellington Fund Investor Shares (VWELX).
VGWLX is managed by Vanguard. It was launched on Nov 2, 2017. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VGWLX vs. VWELX - Performance Comparison
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VGWLX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VGWLX Vanguard Global Wellington Fund Investor Shares | 3.36% | 17.34% | 6.13% | 12.40% | -7.22% | 13.36% | 7.40% | 22.05% | -5.13% |
VWELX Vanguard Wellington Fund Investor Shares | -2.83% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.20% |
Returns By Period
In the year-to-date period, VGWLX achieves a 3.36% return, which is significantly higher than VWELX's -2.83% return.
VGWLX
- 1D
- 0.71%
- 1M
- -2.02%
- YTD
- 3.36%
- 6M
- 7.70%
- 1Y
- 16.41%
- 3Y*
- 12.01%
- 5Y*
- 7.70%
- 10Y*
- —
VWELX
- 1D
- 0.54%
- 1M
- -2.74%
- YTD
- -2.83%
- 6M
- 0.05%
- 1Y
- 14.29%
- 3Y*
- 12.85%
- 5Y*
- 7.69%
- 10Y*
- 9.38%
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VGWLX vs. VWELX - Expense Ratio Comparison
VGWLX has a 0.42% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Return for Risk
VGWLX vs. VWELX — Risk / Return Rank
VGWLX
VWELX
VGWLX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellington Fund Investor Shares (VGWLX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
| VGWLX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 1.25 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.83 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.28 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.89 | +0.46 |
Martin ratioReturn relative to average drawdown | 9.12 | 8.42 | +0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGWLX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 1.25 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.70 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.83 | -0.07 |
Correlation
The correlation between VGWLX and VWELX is 0.88, 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.
Dividends
VGWLX vs. VWELX - Dividend Comparison
VGWLX's dividend yield for the trailing twelve months is around 6.42%, less than VWELX's 11.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGWLX Vanguard Global Wellington Fund Investor Shares | 6.42% | 6.66% | 7.34% | 2.54% | 4.36% | 3.23% | 1.54% | 1.99% | 2.51% | 0.00% | 0.00% | 0.00% |
VWELX Vanguard Wellington Fund Investor Shares | 11.86% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VGWLX vs. VWELX - Drawdown Comparison
The maximum VGWLX drawdown since its inception was -25.28%, smaller than the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VGWLX and VWELX.
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Drawdown Indicators
| VGWLX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.28% | -36.12% | +10.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.68% | -6.78% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -17.52% | -20.88% | +3.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.33% | — |
Current DrawdownCurrent decline from peak | -4.29% | -4.39% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -2.98% | -3.93% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.80% | +0.01% |
Volatility
VGWLX vs. VWELX - Volatility Comparison
The current volatility for Vanguard Global Wellington Fund Investor Shares (VGWLX) is 3.67%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 4.10%. This indicates that VGWLX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGWLX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 4.10% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 6.03% | 6.68% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.71% | 11.89% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.13% | 11.11% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 11.50% | -0.50% |