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:
0.64
SPY:
0.68
VTWAX:
0.94
SPY:
0.98
VTWAX:
1.12
SPY:
1.13
VTWAX:
1.02
SPY:
0.95
VTWAX:
3.26
SPY:
3.13
VTWAX:
2.53%
SPY:
3.03%
VTWAX:
12.82%
SPY:
13.89%
VTWAX:
-34.20%
SPY:
-55.19%
VTWAX:
-5.33%
SPY:
-7.62%
Returns By Period
In the year-to-date period, VTWAX achieves a -0.07% return, which is significantly higher than SPY's -3.39% return.
VTWAX
-0.07%
-1.56%
-0.73%
8.89%
16.59%
N/A
SPY
-3.39%
-3.01%
-0.13%
10.19%
19.68%
12.54%
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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 1.90%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.90% | 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 | 1.27% | 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 5.24%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.76%. 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.