VHGEX vs. SPY
Compare and contrast key facts about Vanguard Global Equity Fund (VHGEX) and SPDR S&P 500 ETF (SPY).
VHGEX is managed by Vanguard. It was launched on Aug 14, 1995. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHGEX or SPY.
Correlation
The correlation between VHGEX and SPY is 0.82, 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
VHGEX vs. SPY - Performance Comparison
Key characteristics
VHGEX:
1.17
SPY:
1.75
VHGEX:
1.65
SPY:
2.36
VHGEX:
1.21
SPY:
1.32
VHGEX:
1.90
SPY:
2.66
VHGEX:
6.61
SPY:
11.01
VHGEX:
2.39%
SPY:
2.03%
VHGEX:
13.53%
SPY:
12.77%
VHGEX:
-65.71%
SPY:
-55.19%
VHGEX:
-2.18%
SPY:
-2.12%
Returns By Period
In the year-to-date period, VHGEX achieves a 4.73% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, VHGEX has underperformed SPY with an annualized return of 8.01%, while SPY has yielded a comparatively higher 12.96% annualized return.
VHGEX
4.73%
0.27%
4.50%
13.76%
9.05%
8.01%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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VHGEX vs. SPY - Expense Ratio Comparison
VHGEX has a 0.45% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
VHGEX vs. SPY — Risk-Adjusted Performance Rank
VHGEX
SPY
VHGEX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Equity Fund (VHGEX) and SPDR S&P 500 ETF (SPY). 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
VHGEX vs. SPY - Dividend Comparison
VHGEX's dividend yield for the trailing twelve months is around 1.20%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHGEX Vanguard Global Equity Fund | 1.20% | 1.25% | 1.15% | 1.65% | 0.92% | 0.67% | 2.33% | 1.59% | 1.29% | 1.51% | 1.71% | 1.56% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VHGEX vs. SPY - Drawdown Comparison
The maximum VHGEX drawdown since its inception was -65.71%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VHGEX and SPY. For additional features, visit the drawdowns tool.
Volatility
VHGEX vs. SPY - Volatility Comparison
Vanguard Global Equity Fund (VHGEX) has a higher volatility of 3.65% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that VHGEX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.