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VMNVX vs. GIDGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VMNVX vs. GIDGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Global Minimum Volatility Fund Admiral Shares (VMNVX) and Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VMNVX achieves a 8.02% return, which is significantly lower than GIDGX's 11.05% return. Over the past 10 years, VMNVX has underperformed GIDGX with an annualized return of 8.70%, while GIDGX has yielded a comparatively higher 10.81% annualized return.


VMNVX

1D
-0.38%
1M
1.55%
YTD
8.02%
6M
8.49%
1Y
13.24%
3Y*
13.53%
5Y*
9.09%
10Y*
8.70%

GIDGX

1D
-0.54%
1M
3.01%
YTD
11.05%
6M
11.62%
1Y
24.50%
3Y*
18.89%
5Y*
10.91%
10Y*
10.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VMNVX vs. GIDGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VMNVX
Vanguard Global Minimum Volatility Fund Admiral Shares
8.02%12.83%13.42%7.94%-4.46%15.40%-3.94%22.66%-1.70%16.03%
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio
11.05%15.74%20.59%17.92%-12.75%18.46%8.41%19.97%-8.26%15.18%

Correlation

The correlation between VMNVX and GIDGX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.61

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.75

Correlation (10Y)
Calculated over the trailing 10-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2013

0.81

Over the past year, the correlation between VMNVX and GIDGX has dropped to 0.61 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.

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Return for Risk

VMNVX vs. GIDGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VMNVX
VMNVX Risk / Return Rank: 3838
Overall Rank
VMNVX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VMNVX Sortino Ratio Rank: 4141
Sortino Ratio Rank
VMNVX Omega Ratio Rank: 3939
Omega Ratio Rank
VMNVX Calmar Ratio Rank: 3030
Calmar Ratio Rank
VMNVX Martin Ratio Rank: 3737
Martin Ratio Rank

GIDGX
GIDGX Risk / Return Rank: 7979
Overall Rank
GIDGX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
GIDGX Sortino Ratio Rank: 7575
Sortino Ratio Rank
GIDGX Omega Ratio Rank: 7575
Omega Ratio Rank
GIDGX Calmar Ratio Rank: 7979
Calmar Ratio Rank
GIDGX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VMNVX vs. GIDGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Minimum Volatility Fund Admiral Shares (VMNVX) and Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX). 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.


VMNVXGIDGXDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.92

Omega ratioGain probability vs. loss probability

1.33

1.49

-0.15

Calmar ratioReturn relative to maximum drawdown

2.05

3.47

-1.42

Martin ratioReturn relative to average drawdown

8.01

16.67

-8.66

VMNVX vs. GIDGX - Sharpe Ratio Comparison

The current VMNVX Sharpe Ratio is 1.87, which is comparable to the GIDGX Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of VMNVX and GIDGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VMNVXGIDGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.87

2.57

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.96

0.85

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.77

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.68

+0.11

Drawdowns

VMNVX vs. GIDGX - Drawdown Comparison

The maximum VMNVX drawdown since its inception was -33.11%, roughly equal to the maximum GIDGX drawdown of -31.63%. Use the drawdown chart below to compare losses from any high point for VMNVX and GIDGX.


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Drawdown Indicators


VMNVXGIDGXDifference

Max Drawdown

Largest peak-to-trough decline

-33.11%

-31.63%

-1.48%

Max Drawdown (1Y)

Largest decline over 1 year

-6.24%

-7.14%

+0.90%

Max Drawdown (3Y)

Largest decline over 3 years

-7.93%

-14.69%

+6.76%

Max Drawdown (5Y)

Largest decline over 5 years

-12.93%

-20.39%

+7.46%

Max Drawdown (10Y)

Largest decline over 10 years

-33.11%

-31.63%

-1.48%

Current Drawdown

Current decline from peak

-0.55%

-0.54%

-0.01%

Average Drawdown

Average peak-to-trough decline

-2.81%

-3.87%

+1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

1.48%

+0.12%

Volatility

VMNVX vs. GIDGX - Volatility Comparison

The current volatility for Vanguard Global Minimum Volatility Fund Admiral Shares (VMNVX) is 1.99%, while Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) has a volatility of 2.50%. This indicates that VMNVX experiences smaller price fluctuations and is considered to be less risky than GIDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VMNVXGIDGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.99%

2.50%

-0.51%

Volatility (6M)

Calculated over the trailing 6-month period

5.11%

7.66%

-2.55%

Volatility (1Y)

Calculated over the trailing 1-year period

6.84%

9.67%

-2.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.53%

12.99%

-3.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.96%

14.16%

-2.20%

VMNVX vs. GIDGX - Expense Ratio Comparison

VMNVX has a 0.14% expense ratio, which is lower than GIDGX's 0.17% 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%.


Dividends

VMNVX vs. GIDGX - Dividend Comparison

VMNVX's dividend yield for the trailing twelve months is around 9.32%, more than GIDGX's 5.56% yield.


PositionTTM20252024202320222021202020192018201720162015
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio
5.56%5.92%12.06%4.32%8.89%8.41%1.99%4.85%5.67%3.35%2.97%3.21%
VMNVX
Vanguard Global Minimum Volatility Fund Admiral Shares
9.32%10.07%3.84%3.13%5.03%6.33%2.15%4.62%7.37%2.31%2.82%3.30%

Frequently Asked Questions


VMNVX and GIDGX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GIDGX has higher volatility (2.50%) compared to VMNVX (1.99%). In terms of maximum drawdown, VMNVX dropped -33.11% vs GIDGX's -31.63%.

GIDGX currently has the higher Sharpe Ratio (2.57 vs 1.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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