VTTHX vs. VGWLX
Compare and contrast key facts about Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Global Wellington Fund Investor Shares (VGWLX).
VTTHX is managed by Vanguard. It was launched on Oct 27, 2003. VGWLX is managed by Vanguard. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTHX or VGWLX.
Key characteristics
| VTTHX | VGWLX | |
|---|---|---|
| YTD Return | 11.06% | 9.15% |
| 1Y Return | 19.14% | 15.36% |
| 3Y Return (Ann) | 3.58% | 5.62% |
| 5Y Return (Ann) | 8.40% | 7.79% |
| Sharpe Ratio | 1.96 | 2.11 |
| Daily Std Dev | 9.65% | 7.26% |
| Max Drawdown | -51.76% | -25.28% |
| Current Drawdown | -0.36% | -0.47% |
Correlation
The correlation between VTTHX and VGWLX is 0.93, 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
VTTHX vs. VGWLX - Performance Comparison
In the year-to-date period, VTTHX achieves a 11.06% return, which is significantly higher than VGWLX's 9.15% 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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VTTHX vs. VGWLX - Expense Ratio Comparison
VTTHX has a 0.08% expense ratio, which is lower than VGWLX's 0.42% expense ratio.
Risk-Adjusted Performance
VTTHX vs. VGWLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Global Wellington Fund Investor Shares (VGWLX). 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
VTTHX vs. VGWLX - Dividend Comparison
VTTHX's dividend yield for the trailing twelve months is around 2.23%, which matches VGWLX's 2.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTHX Vanguard Target Retirement 2035 Fund | 2.23% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% | 1.91% |
VGWLX Vanguard Global Wellington Fund Investor Shares | 2.21% | 2.54% | 4.36% | 3.23% | 1.54% | 1.99% | 2.52% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTTHX vs. VGWLX - Drawdown Comparison
The maximum VTTHX drawdown since its inception was -51.76%, which is greater than VGWLX's maximum drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for VTTHX and VGWLX. For additional features, visit the drawdowns tool.
Volatility
VTTHX vs. VGWLX - Volatility Comparison
Vanguard Target Retirement 2035 Fund (VTTHX) has a higher volatility of 2.69% compared to Vanguard Global Wellington Fund Investor Shares (VGWLX) at 1.89%. This indicates that VTTHX's price experiences larger fluctuations and is considered to be riskier than VGWLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.