VIGI vs. JIG
Compare and contrast key facts about Vanguard International Dividend Appreciation ETF (VIGI) and JPMorgan International Growth ETF (JIG).
VIGI and JIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016. JIG is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGI or JIG.
Key characteristics
| VIGI | JIG | |
|---|---|---|
| YTD Return | 1.53% | 6.59% |
| 1Y Return | 6.96% | 7.67% |
| 3Y Return (Ann) | 1.28% | -5.06% |
| Sharpe Ratio | 0.62 | 0.59 |
| Daily Std Dev | 11.17% | 13.10% |
| Max Drawdown | -31.01% | -43.75% |
| Current Drawdown | -3.92% | -22.22% |
Correlation
The correlation between VIGI and JIG is 0.92, 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
VIGI vs. JIG - Performance Comparison
In the year-to-date period, VIGI achieves a 1.53% return, which is significantly lower than JIG's 6.59% 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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VIGI vs. JIG - Expense Ratio Comparison
VIGI has a 0.15% expense ratio, which is lower than JIG's 0.55% expense ratio.
Risk-Adjusted Performance
VIGI vs. JIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation ETF (VIGI) and JPMorgan International Growth ETF (JIG). 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
VIGI vs. JIG - Dividend Comparison
VIGI's dividend yield for the trailing twelve months is around 2.05%, more than JIG's 1.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VIGI Vanguard International Dividend Appreciation ETF | 2.05% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
JIG JPMorgan International Growth ETF | 1.58% | 1.69% | 0.91% | 1.35% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIGI vs. JIG - Drawdown Comparison
The maximum VIGI drawdown since its inception was -31.01%, smaller than the maximum JIG drawdown of -43.75%. Use the drawdown chart below to compare losses from any high point for VIGI and JIG. For additional features, visit the drawdowns tool.
Volatility
VIGI vs. JIG - Volatility Comparison
The current volatility for Vanguard International Dividend Appreciation ETF (VIGI) is 3.48%, while JPMorgan International Growth ETF (JIG) has a volatility of 4.13%. This indicates that VIGI experiences smaller price fluctuations and is considered to be less risky than JIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.