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:
0.58
SPY:
0.48
VTWAX:
0.92
SPY:
0.81
VTWAX:
1.13
SPY:
1.12
VTWAX:
0.61
SPY:
0.51
VTWAX:
2.79
SPY:
2.13
VTWAX:
3.60%
SPY:
4.46%
VTWAX:
17.26%
SPY:
20.00%
VTWAX:
-34.20%
SPY:
-55.19%
VTWAX:
-8.39%
SPY:
-12.38%
Returns By Period
In the year-to-date period, VTWAX achieves a -3.30% return, which is significantly higher than SPY's -8.37% return.
VTWAX
-3.30%
-4.93%
-3.53%
7.70%
13.22%
N/A
SPY
-8.37%
-6.73%
-6.77%
7.24%
15.33%
11.67%
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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 1.97%, more than SPY's 1.34% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.97% | 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 | 1.34% | 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 12.20%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.94%. 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.