VT vs. URTH
Compare and contrast key facts about Vanguard Total World Stock ETF (VT) and iShares MSCI World ETF (URTH).
VT and URTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. Both VT and URTH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VT or URTH.
Key characteristics
| VT | URTH | |
|---|---|---|
| YTD Return | 5.57% | 6.17% |
| 1Y Return | 18.50% | 20.02% |
| 3Y Return (Ann) | 4.44% | 6.30% |
| 5Y Return (Ann) | 9.90% | 11.11% |
| 10Y Return (Ann) | 8.45% | 9.25% |
| Sharpe Ratio | 1.67 | 1.81 |
| Daily Std Dev | 11.51% | 11.41% |
| Max Drawdown | -50.27% | -34.01% |
| Current Drawdown | -2.09% | -2.54% |
Correlation
The correlation between VT and URTH is 0.86, 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.
Performance
VT vs. URTH - Performance Comparison
In the year-to-date period, VT achieves a 5.57% return, which is significantly lower than URTH's 6.17% return. Over the past 10 years, VT has underperformed URTH with an annualized return of 8.45%, while URTH has yielded a comparatively higher 9.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VT vs. URTH - Expense Ratio Comparison
VT has a 0.07% expense ratio, which is lower than URTH'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%.
Risk-Adjusted Performance
VT vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock ETF (VT) and iShares MSCI World ETF (URTH). 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
VT vs. URTH - Dividend Comparison
VT's dividend yield for the trailing twelve months is around 2.11%, more than URTH's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 2.11% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
URTH iShares MSCI World ETF | 1.60% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% | 2.31% | 1.04% |
Drawdowns
VT vs. URTH - Drawdown Comparison
The maximum VT drawdown since its inception was -50.27%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for VT and URTH. For additional features, visit the drawdowns tool.
Volatility
VT vs. URTH - Volatility Comparison
Vanguard Total World Stock ETF (VT) and iShares MSCI World ETF (URTH) have volatilities of 3.43% and 3.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.