VIIGX vs. VGWAX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX).
VIIGX is managed by Vanguard. It was launched on Mar 19, 2010. VGWAX is managed by Vanguard. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIIGX or VGWAX.
Correlation
The correlation between VIIGX and VGWAX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VIIGX vs. VGWAX - Performance Comparison
Key characteristics
VIIGX:
1.35
VGWAX:
0.14
VIIGX:
2.06
VGWAX:
0.31
VIIGX:
1.24
VGWAX:
1.05
VIIGX:
0.53
VGWAX:
0.19
VIIGX:
3.19
VGWAX:
0.54
VIIGX:
1.95%
VGWAX:
3.78%
VIIGX:
4.60%
VGWAX:
10.68%
VIIGX:
-16.15%
VGWAX:
-25.28%
VIIGX:
-5.81%
VGWAX:
-4.12%
Returns By Period
In the year-to-date period, VIIGX achieves a 3.19% return, which is significantly lower than VGWAX's 3.83% return.
VIIGX
3.19%
0.31%
2.79%
6.17%
-1.01%
1.32%
VGWAX
3.83%
3.31%
-2.90%
1.47%
7.78%
N/A
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VIIGX vs. VGWAX - Expense Ratio Comparison
VIIGX has a 0.05% expense ratio, which is lower than VGWAX's 0.29% expense ratio.
Risk-Adjusted Performance
VIIGX vs. VGWAX — Risk-Adjusted Performance Rank
VIIGX
VGWAX
VIIGX vs. VGWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX). 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
VIIGX vs. VGWAX - Dividend Comparison
VIIGX's dividend yield for the trailing twelve months is around 3.73%, more than VGWAX's 3.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIIGX Vanguard Intermediate-Term Treasury Index Fund Institutional Shares | 3.73% | 3.67% | 2.72% | 1.74% | 1.13% | 1.53% | 2.23% | 2.07% | 1.68% | 1.58% | 1.68% | 1.59% |
VGWAX Vanguard Global Wellington Fund Admiral Shares | 3.25% | 3.32% | 2.62% | 2.05% | 1.80% | 1.64% | 1.92% | 2.42% | 0.23% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIIGX vs. VGWAX - Drawdown Comparison
The maximum VIIGX drawdown since its inception was -16.15%, smaller than the maximum VGWAX drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for VIIGX and VGWAX. For additional features, visit the drawdowns tool.
Volatility
VIIGX vs. VGWAX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) is 1.48%, while Vanguard Global Wellington Fund Admiral Shares (VGWAX) has a volatility of 2.85%. This indicates that VIIGX experiences smaller price fluctuations and is considered to be less risky than VGWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.