VTUIX vs. VIGAX
Compare and contrast key facts about Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
VTUIX is managed by Vontobel. It was launched on Mar 27, 2018. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTUIX or VIGAX.
Performance
VTUIX vs. VIGAX - Performance Comparison
Returns By Period
In the year-to-date period, VTUIX achieves a 15.26% return, which is significantly lower than VIGAX's 30.60% return.
VTUIX
15.26%
0.00%
8.01%
18.56%
13.95%
N/A
VIGAX
30.60%
4.25%
14.07%
36.04%
19.11%
15.51%
Key characteristics
| VTUIX | VIGAX | |
|---|---|---|
| Sharpe Ratio | 2.68 | 2.14 |
| Sortino Ratio | 3.58 | 2.79 |
| Omega Ratio | 1.49 | 1.39 |
| Calmar Ratio | 4.03 | 2.78 |
| Martin Ratio | 19.65 | 10.92 |
| Ulcer Index | 1.38% | 3.30% |
| Daily Std Dev | 10.15% | 16.88% |
| Max Drawdown | -32.89% | -50.66% |
| Current Drawdown | -0.17% | -1.06% |
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VTUIX vs. VIGAX - Expense Ratio Comparison
VTUIX has a 0.65% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Correlation
The correlation between VTUIX and VIGAX is 0.90, 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.
Risk-Adjusted Performance
VTUIX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
VTUIX vs. VIGAX - Dividend Comparison
VTUIX's dividend yield for the trailing twelve months is around 0.46%, less than VIGAX's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTUIX Vontobel U.S. Equity Institutional Fund | 0.46% | 0.53% | 0.36% | 0.36% | 0.29% | 0.65% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.48% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
VTUIX vs. VIGAX - Drawdown Comparison
The maximum VTUIX drawdown since its inception was -32.89%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VTUIX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
VTUIX vs. VIGAX - Volatility Comparison
The current volatility for Vontobel U.S. Equity Institutional Fund (VTUIX) is 0.00%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.21%. This indicates that VTUIX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.