VTWAX vs. SPY
Compare and contrast key facts about Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and SPDR S&P 500 ETF (SPY).
VTWAX is managed by Vanguard. It was launched on Feb 7, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTWAX or SPY.
Correlation
The correlation between VTWAX and SPY is 0.96, 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
VTWAX vs. SPY - Performance Comparison
Key characteristics
VTWAX:
1.81
SPY:
2.20
VTWAX:
2.44
SPY:
2.92
VTWAX:
1.33
SPY:
1.41
VTWAX:
2.68
SPY:
3.35
VTWAX:
10.66
SPY:
14.01
VTWAX:
2.03%
SPY:
2.01%
VTWAX:
11.92%
SPY:
12.76%
VTWAX:
-34.20%
SPY:
-55.19%
VTWAX:
-0.99%
SPY:
-0.45%
Returns By Period
The year-to-date returns for both stocks are quite close, with VTWAX having a 3.03% return and SPY slightly lower at 2.90%.
VTWAX
3.03%
2.54%
6.43%
20.23%
10.18%
N/A
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
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VTWAX vs. SPY - Expense Ratio Comparison
VTWAX has a 0.10% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VTWAX vs. SPY — Risk-Adjusted Performance Rank
VTWAX
SPY
VTWAX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and SPDR S&P 500 ETF (SPY). 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
VTWAX vs. SPY - Dividend Comparison
VTWAX's dividend yield for the trailing twelve months is around 1.87%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.87% | 1.93% | 2.06% | 2.16% | 1.79% | 1.64% | 2.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VTWAX vs. SPY - Drawdown Comparison
The maximum VTWAX drawdown since its inception was -34.20%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTWAX and SPY. For additional features, visit the drawdowns tool.
Volatility
VTWAX vs. SPY - Volatility Comparison
The current volatility for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) is 4.60%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.17%. This indicates that VTWAX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.