Correlation
The correlation between VHDIX and VWCE.DE is 0.63, 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.
VHDIX vs. VWCE.DE
Compare and contrast key facts about Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Vanguard FTSE All-World UCITS ETF (VWCE.DE).
VHDIX is managed by Voya. It was launched on Dec 6, 2016. VWCE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHDIX or VWCE.DE.
Performance
VHDIX vs. VWCE.DE - Performance Comparison
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Key characteristics
Returns By Period
VHDIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VWCE.DE
-3.56%
6.06%
-4.52%
9.33%
10.14%
12.97%
N/A
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VHDIX vs. VWCE.DE - Expense Ratio Comparison
VHDIX has a 0.35% expense ratio, which is higher than VWCE.DE's 0.22% expense ratio.
Risk-Adjusted Performance
VHDIX vs. VWCE.DE — Risk-Adjusted Performance Rank
VHDIX
VWCE.DE
VHDIX vs. VWCE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Vanguard FTSE All-World UCITS ETF (VWCE.DE). 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.
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Dividends
VHDIX vs. VWCE.DE - Dividend Comparison
Neither VHDIX nor VWCE.DE has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHDIX Voya U.S. High Dividend Low Volatility Fund | 100.47% | 101.26% | 3.78% | 13.47% | 33.18% | 2.38% | 3.23% | 6.52% | 3.86% | 0.19% |
VWCE.DE Vanguard FTSE All-World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VHDIX vs. VWCE.DE - Drawdown Comparison
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Volatility
VHDIX vs. VWCE.DE - Volatility Comparison
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