VIGI vs. VIAAX

The year-to-date returns for both investments are quite close, with VIGI having a 12.31% return and VIAAX slightly higher at 12.34%.

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VIGI has a 0.15% expense ratio, which is lower than VIAAX's 0.16% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation ETF (VIGI) and Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX). 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.

The current VIGI Sharpe Ratio is 0.95, which is comparable to the VIAAX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of VIGI and VIAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIGI's dividend yield for the trailing twelve months is around 1.83%, which matches VIAAX's 1.82% yield.

The maximum VIGI drawdown since its inception was -31.01%, roughly equal to the maximum VIAAX drawdown of -30.78%. Use the drawdown chart below to compare losses from any high point for VIGI and VIAAX.

Vanguard International Dividend Appreciation ETF (VIGI) and Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) have volatilities of 3.56% and 3.56%, 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.