VIAAX vs. VEIGX
Compare and contrast key facts about Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX).
VIAAX is managed by Vanguard. It was launched on Mar 2, 2016. VEIGX is managed by Vanguard. It was launched on Jun 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIAAX or VEIGX.
Key characteristics
| VIAAX | VEIGX | |
|---|---|---|
| YTD Return | 7.82% | 16.31% |
| 1Y Return | 19.42% | 29.45% |
| 3Y Return (Ann) | 1.20% | 8.16% |
| 5Y Return (Ann) | 7.02% | 13.33% |
| Sharpe Ratio | 1.70 | 2.73 |
| Sortino Ratio | 2.43 | 3.86 |
| Omega Ratio | 1.29 | 1.49 |
| Calmar Ratio | 1.33 | 4.57 |
| Martin Ratio | 8.67 | 16.33 |
| Ulcer Index | 2.22% | 1.77% |
| Daily Std Dev | 11.35% | 10.59% |
| Max Drawdown | -30.78% | -30.54% |
| Current Drawdown | -5.40% | -2.38% |
Correlation
The correlation between VIAAX and VEIGX is 0.89, 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
VIAAX vs. VEIGX - Performance Comparison
In the year-to-date period, VIAAX achieves a 7.82% return, which is significantly lower than VEIGX's 16.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIAAX vs. VEIGX - Expense Ratio Comparison
VIAAX has a 0.16% expense ratio, which is lower than VEIGX's 0.56% expense ratio.
Risk-Adjusted Performance
VIAAX vs. VEIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX). 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
VIAAX vs. VEIGX - Dividend Comparison
VIAAX's dividend yield for the trailing twelve months is around 1.96%, more than VEIGX's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VIAAX Vanguard International Dividend Appreciation Index Fund Admiral Shares | 1.96% | 1.92% | 2.05% | 0.94% | 1.28% | 1.83% | 1.99% | 1.69% | 1.06% |
VEIGX Vanguard Global ESG Select Stock Fund Investor Shares | 1.51% | 1.72% | 1.69% | 1.22% | 0.86% | 0.74% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIAAX vs. VEIGX - Drawdown Comparison
The maximum VIAAX drawdown since its inception was -30.78%, roughly equal to the maximum VEIGX drawdown of -30.54%. Use the drawdown chart below to compare losses from any high point for VIAAX and VEIGX. For additional features, visit the drawdowns tool.
Volatility
VIAAX vs. VEIGX - Volatility Comparison
Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) have volatilities of 3.20% and 3.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.