VIDMX vs. VEA
Compare and contrast key facts about Virtus KAR Developing Markets Fund (VIDMX) and Vanguard FTSE Developed Markets ETF (VEA).
VIDMX is managed by Virtus. It was launched on Jun 21, 2021. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIDMX or VEA.
Correlation
The correlation between VIDMX and VEA is 0.73, 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
VIDMX vs. VEA - Performance Comparison
Key characteristics
VIDMX:
1.40
VEA:
0.85
VIDMX:
1.98
VEA:
1.25
VIDMX:
1.25
VEA:
1.15
VIDMX:
0.89
VEA:
1.12
VIDMX:
4.73
VEA:
2.64
VIDMX:
3.45%
VEA:
4.14%
VIDMX:
11.72%
VEA:
12.85%
VIDMX:
-35.25%
VEA:
-60.69%
VIDMX:
-4.41%
VEA:
-1.74%
Returns By Period
The year-to-date returns for both stocks are quite close, with VIDMX having a 8.24% return and VEA slightly lower at 7.93%.
VIDMX
8.24%
7.11%
9.41%
15.76%
N/A
N/A
VEA
7.93%
4.24%
2.27%
10.49%
6.76%
5.65%
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VIDMX vs. VEA - Expense Ratio Comparison
VIDMX has a 1.31% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
VIDMX vs. VEA — Risk-Adjusted Performance Rank
VIDMX
VEA
VIDMX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Developing Markets Fund (VIDMX) and Vanguard FTSE Developed Markets ETF (VEA). 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
VIDMX vs. VEA - Dividend Comparison
VIDMX's dividend yield for the trailing twelve months is around 1.80%, less than VEA's 3.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDMX Virtus KAR Developing Markets Fund | 1.80% | 1.94% | 2.32% | 1.30% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 3.11% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
VIDMX vs. VEA - Drawdown Comparison
The maximum VIDMX drawdown since its inception was -35.25%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for VIDMX and VEA. For additional features, visit the drawdowns tool.
Volatility
VIDMX vs. VEA - Volatility Comparison
Virtus KAR Developing Markets Fund (VIDMX) and Vanguard FTSE Developed Markets ETF (VEA) have volatilities of 3.27% and 3.32%, 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.