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.
Key characteristics
| VT | VTWAX | |
|---|---|---|
| YTD Return | 2.88% | 2.92% |
| 1Y Return | 15.65% | 15.66% |
| 3Y Return (Ann) | 3.51% | 3.53% |
| 5Y Return (Ann) | 9.32% | 9.28% |
| Sharpe Ratio | 1.32 | 1.35 |
| Daily Std Dev | 11.62% | 11.36% |
| Max Drawdown | -50.27% | -34.20% |
| Current Drawdown | -4.59% | -4.52% |
Correlation
The correlation between VT and VTWAX is 1.00, 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. VTWAX - Performance Comparison
The year-to-date returns for both investments are quite close, with VT having a 2.88% return and VTWAX slightly higher at 2.92%. 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. VTWAX - Expense Ratio Comparison
Risk-Adjusted Performance
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.
Dividends
VT vs. VTWAX - Dividend Comparison
VT's dividend yield for the trailing twelve months is around 2.16%, more than VTWAX's 2.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 2.16% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 2.13% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 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. For additional features, visit the drawdowns tool.
Volatility
VT vs. VTWAX - Volatility Comparison
Vanguard Total World Stock ETF (VT) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) have volatilities of 3.11% and 3.03%, 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.