VTRIX vs. VWELX
Compare and contrast key facts about Vanguard International Value Fund (VTRIX) and Vanguard Wellington Fund Investor Shares (VWELX).
VTRIX is managed by Vanguard. It was launched on May 16, 1983. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VTRIX vs. VWELX - Performance Comparison
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VTRIX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTRIX Vanguard International Value Fund | 1.14% | 29.87% | 0.86% | 16.13% | -11.67% | 7.93% | 8.96% | 20.39% | -14.52% | 27.98% |
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, VTRIX achieves a 1.14% return, which is significantly higher than VWELX's -3.35% return. Over the past 10 years, VTRIX has underperformed VWELX with an annualized return of 8.38%, while VWELX has yielded a comparatively higher 9.32% annualized return.
VTRIX
- 1D
- 2.71%
- 1M
- -7.23%
- YTD
- 1.14%
- 6M
- 5.56%
- 1Y
- 25.54%
- 3Y*
- 12.30%
- 5Y*
- 6.55%
- 10Y*
- 8.38%
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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VTRIX vs. VWELX - Expense Ratio Comparison
VTRIX has a 0.36% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Return for Risk
VTRIX vs. VWELX — Risk / Return Rank
VTRIX
VWELX
VTRIX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Value Fund (VTRIX) 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.
| VTRIX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.23 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.81 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.88 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.72 | 8.47 | -0.75 |
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
| VTRIX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.23 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.69 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.81 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.82 | -0.49 |
Correlation
The correlation between VTRIX and VWELX is 0.57, 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
VTRIX vs. VWELX - Dividend Comparison
VTRIX's dividend yield for the trailing twelve months is around 17.89%, more than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTRIX Vanguard International Value Fund | 17.89% | 18.10% | 8.53% | 2.78% | 2.75% | 4.35% | 1.58% | 2.96% | 6.24% | 1.86% | 2.29% | 2.13% |
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
VTRIX vs. VWELX - Drawdown Comparison
The maximum VTRIX drawdown since its inception was -59.39%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VTRIX and VWELX.
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Drawdown Indicators
| VTRIX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.39% | -36.12% | -23.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.00% | -8.03% | -3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -28.13% | -20.88% | -7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -38.26% | -25.33% | -12.93% |
Current DrawdownCurrent decline from peak | -8.99% | -4.90% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -13.93% | -3.93% | -10.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 1.78% | +1.37% |
Volatility
VTRIX vs. VWELX - Volatility Comparison
Vanguard International Value Fund (VTRIX) has a higher volatility of 6.93% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that VTRIX'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
| VTRIX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 4.07% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 6.66% | +3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 11.88% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 11.12% | +4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 11.50% | +5.04% |