VTWIX vs. VEU
Compare and contrast key facts about Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) and Vanguard FTSE All-World ex-US ETF (VEU).
VTWIX is managed by Vanguard. It was launched on Oct 9, 2008. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTWIX or VEU.
Correlation
The correlation between VTWIX and VEU is 0.83, 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
VTWIX vs. VEU - Performance Comparison
Key characteristics
VTWIX:
0.57
VEU:
0.62
VTWIX:
0.94
VEU:
1.03
VTWIX:
1.14
VEU:
1.14
VTWIX:
0.63
VEU:
0.80
VTWIX:
2.73
VEU:
2.52
VTWIX:
3.77%
VEU:
4.37%
VTWIX:
17.23%
VEU:
16.90%
VTWIX:
-49.82%
VEU:
-61.52%
VTWIX:
-3.85%
VEU:
-0.41%
Returns By Period
In the year-to-date period, VTWIX achieves a 1.47% return, which is significantly lower than VEU's 10.81% return. Over the past 10 years, VTWIX has outperformed VEU with an annualized return of 8.85%, while VEU has yielded a comparatively lower 5.30% annualized return.
VTWIX
1.47%
6.42%
-1.09%
9.77%
13.46%
8.85%
VEU
10.81%
9.18%
7.19%
10.42%
10.90%
5.30%
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VTWIX vs. VEU - Expense Ratio Comparison
VTWIX has a 0.08% expense ratio, which is higher than VEU's 0.07% 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
VTWIX vs. VEU — Risk-Adjusted Performance Rank
VTWIX
VEU
VTWIX vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) and Vanguard FTSE All-World ex-US ETF (VEU). 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
VTWIX vs. VEU - Dividend Comparison
VTWIX's dividend yield for the trailing twelve months is around 1.89%, less than VEU's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWIX Vanguard Total World Stock Index Fund Institutional Shares | 1.89% | 1.94% | 2.07% | 2.19% | 1.81% | 1.66% | 2.32% | 2.55% | 2.11% | 2.40% | 2.46% | 2.46% |
VEU Vanguard FTSE All-World ex-US ETF | 2.90% | 3.24% | 3.32% | 3.12% | 3.08% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
VTWIX vs. VEU - Drawdown Comparison
The maximum VTWIX drawdown since its inception was -49.82%, smaller than the maximum VEU drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for VTWIX and VEU. For additional features, visit the drawdowns tool.
Volatility
VTWIX vs. VEU - Volatility Comparison
Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) has a higher volatility of 5.38% compared to Vanguard FTSE All-World ex-US ETF (VEU) at 4.52%. This indicates that VTWIX's price experiences larger fluctuations and is considered to be riskier than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.