VTRIX vs. VWIGX
Compare and contrast key facts about Vanguard International Value Fund (VTRIX) and Vanguard International Growth Fund Investor Shares (VWIGX).
VTRIX is managed by Vanguard. It was launched on May 16, 1983. VWIGX is managed by Vanguard. It was launched on Sep 30, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTRIX or VWIGX.
Correlation
The correlation between VTRIX and VWIGX is 0.89, 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
VTRIX vs. VWIGX - Performance Comparison
Key characteristics
VTRIX:
-0.31
VWIGX:
0.09
VTRIX:
-0.28
VWIGX:
0.24
VTRIX:
0.95
VWIGX:
1.04
VTRIX:
-0.29
VWIGX:
0.06
VTRIX:
-1.33
VWIGX:
0.63
VTRIX:
3.68%
VWIGX:
2.98%
VTRIX:
15.90%
VWIGX:
19.73%
VTRIX:
-59.40%
VWIGX:
-59.58%
VTRIX:
-17.02%
VWIGX:
-30.00%
Returns By Period
In the year-to-date period, VTRIX achieves a -7.11% return, which is significantly lower than VWIGX's 0.53% return. Over the past 10 years, VTRIX has underperformed VWIGX with an annualized return of 3.61%, while VWIGX has yielded a comparatively higher 7.56% annualized return.
VTRIX
-7.11%
-9.79%
-10.48%
-5.76%
2.41%
3.61%
VWIGX
0.53%
-9.25%
-7.92%
0.78%
4.95%
7.56%
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VTRIX vs. VWIGX - Expense Ratio Comparison
VTRIX has a 0.36% expense ratio, which is lower than VWIGX's 0.43% expense ratio.
Risk-Adjusted Performance
VTRIX vs. VWIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Value Fund (VTRIX) and Vanguard International Growth Fund Investor Shares (VWIGX). 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
VTRIX vs. VWIGX - Dividend Comparison
Neither VTRIX nor VWIGX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard International Value Fund | 0.00% | 2.78% | 2.75% | 2.61% | 1.58% | 2.96% | 2.94% | 1.86% | 2.29% | 2.13% | 2.79% | 1.86% |
Vanguard International Growth Fund Investor Shares | 0.00% | 1.01% | 1.37% | 0.93% | 0.21% | 1.20% | 1.62% | 0.84% | 1.26% | 1.39% | 2.29% | 1.44% |
Drawdowns
VTRIX vs. VWIGX - Drawdown Comparison
The maximum VTRIX drawdown since its inception was -59.40%, roughly equal to the maximum VWIGX drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for VTRIX and VWIGX. For additional features, visit the drawdowns tool.
Volatility
VTRIX vs. VWIGX - Volatility Comparison
The current volatility for Vanguard International Value Fund (VTRIX) is 10.53%, while Vanguard International Growth Fund Investor Shares (VWIGX) has a volatility of 12.43%. This indicates that VTRIX experiences smaller price fluctuations and is considered to be less risky than VWIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.