VT vs. VTWAX
Compare and contrast key facts about Vanguard Total World Stock ETF (VT) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX).
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. VTWAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VT or VTWAX.
Performance
VT vs. VTWAX - Performance Comparison
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Key characteristics
VT:
0.80
VTWAX:
0.92
VT:
1.32
VTWAX:
1.46
VT:
1.19
VTWAX:
1.21
VT:
0.95
VTWAX:
1.06
VT:
4.16
VTWAX:
4.61
VT:
3.77%
VTWAX:
3.77%
VT:
17.99%
VTWAX:
17.56%
VT:
-50.27%
VTWAX:
-34.20%
VT:
-0.91%
VTWAX:
0.00%
Returns By Period
In the year-to-date period, VT achieves a 10.36% return, which is significantly lower than VTWAX's 11.46% return.
VT
- YTD
- 10.36%
- 1M
- 3.03%
- 6M
- 8.79%
- 1Y
- 14.27%
- 3Y*
- 16.39%
- 5Y*
- 13.02%
- 10Y*
- 10.00%
VTWAX
- YTD
- 11.46%
- 1M
- 4.05%
- 6M
- 9.88%
- 1Y
- 15.37%
- 3Y*
- 17.21%
- 5Y*
- 13.57%
- 10Y*
- N/A
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VT vs. VTWAX - Expense Ratio Comparison
VT has a 0.07% expense ratio, which is lower than VTWAX's 0.10% 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. VTWAX — Risk-Adjusted Performance Rank
VT
VTWAX
VT vs. VTWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock ETF (VT) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). 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.
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Correlation
The correlation between VT and VTWAX is 0.96, 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
VT vs. VTWAX - Dividend Comparison
VT's dividend yield for the trailing twelve months is around 1.77%, more than VTWAX's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 1.77% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.73% | 1.93% | 2.06% | 2.16% | 1.79% | 1.64% | 2.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VT vs. VTWAX - Drawdown Comparison
The maximum VT drawdown since its inception was -50.27%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for VT and VTWAX.
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Volatility
VT vs. VTWAX - Volatility Comparison
Vanguard Total World Stock ETF (VT) has a higher volatility of 3.09% compared to Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) at 2.82%. This indicates that VT's price experiences larger fluctuations and is considered to be riskier than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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