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VONV vs. DEW
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VONV vs. DEW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 1000 Value ETF (VONV) and WisdomTree Global High Dividend Fund (DEW). The values are adjusted to include any dividend payments, if applicable.

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VONV vs. DEW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VONV
Vanguard Russell 1000 Value ETF
2.63%15.81%14.28%11.40%-7.65%25.28%2.71%26.48%-8.45%13.59%
DEW
WisdomTree Global High Dividend Fund
8.48%22.39%11.58%9.39%-2.73%21.29%-7.32%20.45%-10.58%15.38%

Returns By Period

In the year-to-date period, VONV achieves a 2.63% return, which is significantly lower than DEW's 8.48% return. Over the past 10 years, VONV has outperformed DEW with an annualized return of 10.52%, while DEW has yielded a comparatively lower 9.27% annualized return.


VONV

1D
0.61%
1M
-4.14%
YTD
2.63%
6M
6.42%
1Y
16.49%
3Y*
14.48%
5Y*
9.28%
10Y*
10.52%

DEW

1D
0.32%
1M
-3.01%
YTD
8.48%
6M
11.84%
1Y
23.21%
3Y*
17.14%
5Y*
11.58%
10Y*
9.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VONV vs. DEW - Expense Ratio Comparison

VONV has a 0.08% expense ratio, which is lower than DEW's 0.58% expense ratio.


Return for Risk

VONV vs. DEW — Risk / Return Rank

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

VONV
VONV Risk / Return Rank: 5757
Overall Rank
VONV Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
VONV Sortino Ratio Rank: 5656
Sortino Ratio Rank
VONV Omega Ratio Rank: 6060
Omega Ratio Rank
VONV Calmar Ratio Rank: 5151
Calmar Ratio Rank
VONV Martin Ratio Rank: 6363
Martin Ratio Rank

DEW
DEW Risk / Return Rank: 8282
Overall Rank
DEW Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DEW Sortino Ratio Rank: 8585
Sortino Ratio Rank
DEW Omega Ratio Rank: 8686
Omega Ratio Rank
DEW Calmar Ratio Rank: 7171
Calmar Ratio Rank
DEW Martin Ratio Rank: 8484
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.

VONV vs. DEW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value ETF (VONV) and WisdomTree Global High Dividend Fund (DEW). 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.


VONVDEWDifference

Sharpe ratio

Return per unit of total volatility

1.06

1.74

-0.68

Sortino ratio

Return per unit of downside risk

1.51

2.35

-0.83

Omega ratio

Gain probability vs. loss probability

1.23

1.36

-0.13

Calmar ratio

Return relative to maximum drawdown

1.38

1.95

-0.57

Martin ratio

Return relative to average drawdown

6.46

10.37

-3.91

VONV vs. DEW - Sharpe Ratio Comparison

The current VONV Sharpe Ratio is 1.06, which is lower than the DEW Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of VONV and DEW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VONVDEWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.74

-0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.89

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.60

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.28

+0.40

Correlation

The correlation between VONV and DEW is 0.85, 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.


Dividends

VONV vs. DEW - Dividend Comparison

VONV's dividend yield for the trailing twelve months is around 1.81%, less than DEW's 3.32% yield.


TTM20252024202320222021202020192018201720162015
VONV
Vanguard Russell 1000 Value ETF
1.81%1.82%1.97%2.10%2.22%1.67%2.25%2.30%2.56%2.18%2.39%2.38%
DEW
WisdomTree Global High Dividend Fund
3.32%3.71%4.02%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%

Drawdowns

VONV vs. DEW - Drawdown Comparison

The maximum VONV drawdown since its inception was -38.21%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for VONV and DEW.


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Drawdown Indicators


VONVDEWDifference

Max Drawdown

Largest peak-to-trough decline

-38.21%

-65.55%

+27.34%

Max Drawdown (1Y)

Largest decline over 1 year

-11.94%

-11.80%

-0.14%

Max Drawdown (5Y)

Largest decline over 5 years

-18.87%

-18.86%

-0.01%

Max Drawdown (10Y)

Largest decline over 10 years

-38.21%

-38.77%

+0.56%

Current Drawdown

Current decline from peak

-4.30%

-3.32%

-0.98%

Average Drawdown

Average peak-to-trough decline

-3.94%

-12.54%

+8.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

2.22%

+0.33%

Volatility

VONV vs. DEW - Volatility Comparison

Vanguard Russell 1000 Value ETF (VONV) has a higher volatility of 4.27% compared to WisdomTree Global High Dividend Fund (DEW) at 3.75%. This indicates that VONV's price experiences larger fluctuations and is considered to be riskier than DEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VONVDEWDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.27%

3.75%

+0.52%

Volatility (6M)

Calculated over the trailing 6-month period

8.30%

7.21%

+1.09%

Volatility (1Y)

Calculated over the trailing 1-year period

15.68%

13.41%

+2.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.77%

13.02%

+1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.23%

15.55%

+1.68%