VTWIX vs. VTWAX

As of year-to-date, both investments have demonstrated similar returns, with VTWIX at 5.43% and VTWAX at 5.43%.

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VTWIX has a 0.08% expense ratio, which is lower than VTWAX's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). 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.

The current VTWIX Sharpe Ratio is 0.80, which is comparable to the VTWAX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of VTWIX and VTWAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTWIX's dividend yield for the trailing twelve months is around 1.82%, more than VTWAX's 1.80% yield.

The maximum VTWIX drawdown since its inception was -49.82%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for VTWIX and VTWAX.

Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) have volatilities of 3.75% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.