VWNEX vs. VGTSX

In the year-to-date period, VWNEX achieves a -0.55% return, which is significantly lower than VGTSX's 13.77% return. Over the past 10 years, VWNEX has outperformed VGTSX with an annualized return of 9.02%, while VGTSX has yielded a comparatively lower 5.49% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VWNEX has a 0.20% expense ratio, which is higher than VGTSX's 0.17% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Admiral Shares (VWNEX) and Vanguard Total International Stock Index Fund Investor Shares (VGTSX). 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 VWNEX Sharpe Ratio is 0.29, which is lower than the VGTSX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of VWNEX and VGTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWNEX's dividend yield for the trailing twelve months is around 12.67%, more than VGTSX's 2.82% yield.

The maximum VWNEX drawdown since its inception was -61.41%, roughly equal to the maximum VGTSX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for VWNEX and VGTSX.

Vanguard Windsor Fund Admiral Shares (VWNEX) has a higher volatility of 4.70% compared to Vanguard Total International Stock Index Fund Investor Shares (VGTSX) at 2.69%. This indicates that VWNEX's price experiences larger fluctuations and is considered to be riskier than VGTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.