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VWO vs. BWX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VWO vs. BWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard FTSE Emerging Markets ETF (VWO) and SPDR Bloomberg Barclays International Treasury Bond ETF (BWX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VWO achieves a 13.17% return, which is significantly higher than BWX's -1.42% return. Over the past 10 years, VWO has outperformed BWX with an annualized return of 9.11%, while BWX has yielded a comparatively lower -1.31% annualized return.


VWO

1D
2.17%
1M
4.11%
YTD
13.17%
6M
15.35%
1Y
29.26%
3Y*
16.84%
5Y*
5.83%
10Y*
9.11%

BWX

1D
0.27%
1M
1.08%
YTD
-1.42%
6M
-1.46%
1Y
-2.80%
3Y*
1.02%
5Y*
-4.15%
10Y*
-1.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VWO vs. BWX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VWO
Vanguard FTSE Emerging Markets ETF
13.17%25.60%10.59%9.25%-17.98%1.26%15.17%20.75%-14.76%31.49%
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
-1.42%7.67%-5.93%5.10%-19.72%-8.67%9.50%5.58%-1.85%9.93%

Correlation

The correlation between VWO and BWX is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.50

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2007

0.27

Over the past year, VWO and BWX have become more correlated (0.50) than their long-term average of 0.27, meaning their price movements have been converging.

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Return for Risk

VWO vs. BWX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VWO
VWO Risk / Return Rank: 5858
Overall Rank
VWO Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
VWO Sortino Ratio Rank: 5757
Sortino Ratio Rank
VWO Omega Ratio Rank: 6060
Omega Ratio Rank
VWO Calmar Ratio Rank: 5959
Calmar Ratio Rank
VWO Martin Ratio Rank: 5858
Martin Ratio Rank

BWX
BWX Risk / Return Rank: 66
Overall Rank
BWX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BWX Sortino Ratio Rank: 55
Sortino Ratio Rank
BWX Omega Ratio Rank: 55
Omega Ratio Rank
BWX Calmar Ratio Rank: 55
Calmar Ratio Rank
BWX Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VWO vs. BWX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Emerging Markets ETF (VWO) and SPDR Bloomberg Barclays International Treasury Bond ETF (BWX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VWOBWXDifference
Sharpe ratioReturn per unit of total volatility

+2.14

Sortino ratioReturn per unit of downside risk

+2.93

Omega ratioGain probability vs. loss probability

1.33

0.95

+0.38

Calmar ratioReturn relative to maximum drawdown

2.63

-0.46

+3.09

Martin ratioReturn relative to average drawdown

9.28

-0.90

+10.17

VWO vs. BWX - Sharpe Ratio Comparison

The current VWO Sharpe Ratio is 1.77, which is higher than the BWX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of VWO and BWX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VWO vs. BWX - Drawdown Comparison

The maximum VWO drawdown since its inception was -67.68%, which is greater than BWX's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for VWO and BWX.


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Drawdown Indicators


VWOBWXDifference

Max Drawdown

Largest peak-to-trough decline

-67.68%

-34.05%

-33.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.17%

-6.16%

-5.01%

Max Drawdown (3Y)

Largest decline over 3 years

-17.37%

-10.22%

-7.15%

Max Drawdown (5Y)

Largest decline over 5 years

-32.60%

-30.78%

-1.82%

Max Drawdown (10Y)

Largest decline over 10 years

-36.39%

-34.05%

-2.34%

Current Drawdown

Current decline from peak

-0.57%

-23.60%

+23.03%

Average Drawdown

Average peak-to-trough decline

-15.80%

-10.07%

-5.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

3.13%

+0.03%

Volatility

VWO vs. BWX - Volatility Comparison

Vanguard FTSE Emerging Markets ETF (VWO) has a higher volatility of 6.98% compared to SPDR Bloomberg Barclays International Treasury Bond ETF (BWX) at 2.49%. This indicates that VWO's price experiences larger fluctuations and is considered to be riskier than BWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VWOBWXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

2.49%

+4.49%

Volatility (6M)

Calculated over the trailing 6-month period

14.18%

5.92%

+8.26%

Volatility (1Y)

Calculated over the trailing 1-year period

16.62%

7.66%

+8.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.51%

9.70%

+7.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.24%

8.67%

+10.57%

VWO vs. BWX - Expense Ratio Comparison

VWO has a 0.08% expense ratio, which is lower than BWX's 0.35% expense ratio.


Dividends

VWO vs. BWX - Dividend Comparison

VWO's dividend yield for the trailing twelve months is around 2.38%, which matches BWX's 2.36% yield.


PositionTTM20252024202320222021202020192018201720162015
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
2.36%2.19%1.99%1.63%1.23%0.93%0.95%1.16%1.07%0.46%0.00%0.00%
VWO
Vanguard FTSE Emerging Markets ETF
2.38%2.79%3.20%3.52%4.11%2.63%1.91%3.23%2.88%2.30%2.52%3.26%

Frequently Asked Questions


VWO and BWX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VWO has higher volatility (6.98%) compared to BWX (2.49%). In terms of maximum drawdown, VWO dropped -67.68% vs BWX's -34.05%.

On 10-year performance, VWO leads with 9.11% vs -1.31% for BWX. On fees, VWO is cheaper at 0.08% per year. On volatility, BWX has been the lower-risk option at 2.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VWO has performed better with a 9.11% return vs -1.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VWO is cheaper with a 0.08% expense ratio, compared with 0.35% for BWX.

VWO has the higher dividend yield at 2.38%, compared with 2.36% for BWX.

VWO is categorized as Emerging Markets Equities, while BWX is International Government Bonds. VWO tracks FTSE Emerging Index, while BWX tracks Bloomberg Global Treasury x US Capped (Inception 8/31/2007). They also come from different issuers: Vanguard and State Street. Their fees differ too: 0.08% for VWO and 0.35% for BWX.

VWO currently has the higher Sharpe Ratio (1.77 vs -0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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