Correlation
The correlation between VTUIX and VT 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.
VTUIX vs. VT
Compare and contrast key facts about Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Total World Stock ETF (VT).
VTUIX is managed by Vontobel. It was launched on Mar 27, 2018. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTUIX or VT.
Performance
VTUIX vs. VT - Performance Comparison
Loading data...
Key characteristics
Returns By Period
VTUIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VT
5.36%
5.43%
2.26%
12.87%
12.04%
13.37%
9.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTUIX vs. VT - Expense Ratio Comparison
VTUIX has a 0.65% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
VTUIX vs. VT — Risk-Adjusted Performance Rank
VTUIX
VT
VTUIX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Total World Stock ETF (VT). 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.
Loading data...
Dividends
VTUIX vs. VT - Dividend Comparison
VTUIX has not paid dividends to shareholders, while VT's dividend yield for the trailing twelve months is around 1.83%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTUIX Vontobel U.S. Equity Institutional Fund | 0.62% | 0.62% | 0.53% | 0.36% | 0.36% | 0.29% | 0.65% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.83% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
VTUIX vs. VT - Drawdown Comparison
Loading data...
Volatility
VTUIX vs. VT - Volatility Comparison
Loading data...