VMNVX vs. VIG

In the year-to-date period, VMNVX achieves a 7.70% return, which is significantly higher than VIG's 2.15% return. Over the past 10 years, VMNVX has underperformed VIG with an annualized return of 6.12%, while VIG has yielded a comparatively higher 11.44% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VMNVX has a 0.14% expense ratio, which is higher than VIG's 0.06% expense ratio. However, 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 Global Minimum Volatility Fund Admiral Shares (VMNVX) and Vanguard Dividend Appreciation ETF (VIG). 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 VMNVX Sharpe Ratio is 0.94, which is higher than the VIG Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of VMNVX and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMNVX's dividend yield for the trailing twelve months is around 1.84%, more than VIG's 1.78% yield.

The maximum VMNVX drawdown since its inception was -33.11%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VMNVX and VIG. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Global Minimum Volatility Fund Admiral Shares (VMNVX) is 3.22%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.79%. This indicates that VMNVX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.