VPKIX vs. VWELX
Compare and contrast key facts about Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) and Vanguard Wellington Fund Investor Shares (VWELX).
VPKIX is managed by Vanguard. It was launched on May 15, 2000. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VPKIX vs. VWELX - Performance Comparison
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VPKIX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPKIX Vanguard Pacific Stock Index Fund Institutional Shares | 7.41% | 33.12% | 1.29% | 15.58% | -15.20% | 1.47% | 16.54% | 17.61% | -13.87% | 28.55% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, VPKIX achieves a 7.41% return, which is significantly higher than VWELX's -3.35% return. Both investments have delivered pretty close results over the past 10 years, with VPKIX having a 9.13% annualized return and VWELX not far ahead at 9.32%.
VPKIX
- 1D
- 2.91%
- 1M
- -9.84%
- YTD
- 7.41%
- 6M
- 12.97%
- 1Y
- 38.88%
- 3Y*
- 16.61%
- 5Y*
- 6.83%
- 10Y*
- 9.13%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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VPKIX vs. VWELX - Expense Ratio Comparison
VPKIX has a 0.08% expense ratio, which is lower than VWELX's 0.24% 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%.
Return for Risk
VPKIX vs. VWELX — Risk / Return Rank
VPKIX
VWELX
VPKIX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
| VPKIX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.07 | 1.23 | +0.84 |
Sortino ratioReturn per unit of downside risk | 2.65 | 1.81 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.27 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.81 | 1.88 | +0.93 |
Martin ratioReturn relative to average drawdown | 11.39 | 8.47 | +2.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VPKIX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 1.23 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.69 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.81 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.82 | -0.58 |
Correlation
The correlation between VPKIX and VWELX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VPKIX vs. VWELX - Dividend Comparison
VPKIX's dividend yield for the trailing twelve months is around 3.30%, less than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPKIX Vanguard Pacific Stock Index Fund Institutional Shares | 3.30% | 4.00% | 3.15% | 3.11% | 2.74% | 3.17% | 1.81% | 2.85% | 3.05% | 2.60% | 2.67% | 2.45% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VPKIX vs. VWELX - Drawdown Comparison
The maximum VPKIX drawdown since its inception was -55.26%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VPKIX and VWELX.
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Drawdown Indicators
| VPKIX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -36.12% | -19.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -8.03% | -5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -31.12% | -20.88% | -10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.62% | -25.33% | -8.29% |
Current DrawdownCurrent decline from peak | -10.89% | -4.90% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -15.52% | -3.93% | -11.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.78% | +1.53% |
Volatility
VPKIX vs. VWELX - Volatility Comparison
Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) has a higher volatility of 9.46% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that VPKIX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPKIX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.46% | 4.07% | +5.39% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 6.66% | +7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 11.88% | +7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 11.12% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 11.50% | +4.59% |