VWO vs. VEMAX
Compare and contrast key facts about Vanguard FTSE Emerging Markets ETF (VWO) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX).
VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005. VEMAX is managed by Vanguard. It was launched on Jun 23, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWO or VEMAX.
Correlation
The correlation between VWO and VEMAX is 0.94, 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
VWO vs. VEMAX - Performance Comparison
Key characteristics
VWO:
0.66
VEMAX:
0.77
VWO:
1.05
VEMAX:
1.15
VWO:
1.14
VEMAX:
1.15
VWO:
0.63
VEMAX:
0.64
VWO:
2.12
VEMAX:
2.34
VWO:
5.76%
VEMAX:
5.21%
VWO:
18.48%
VEMAX:
15.85%
VWO:
-67.68%
VEMAX:
-66.45%
VWO:
-10.03%
VEMAX:
-9.80%
Returns By Period
In the year-to-date period, VWO achieves a 1.06% return, which is significantly higher than VEMAX's 0.79% return. Both investments have delivered pretty close results over the past 10 years, with VWO having a 2.94% annualized return and VEMAX not far behind at 2.93%.
VWO
1.06%
-3.60%
-3.29%
10.37%
8.15%
2.94%
VEMAX
0.79%
-3.39%
-3.17%
10.39%
8.05%
2.93%
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VWO vs. VEMAX - Expense Ratio Comparison
VWO has a 0.08% expense ratio, which is lower than VEMAX's 0.14% 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%.
Risk-Adjusted Performance
VWO vs. VEMAX — Risk-Adjusted Performance Rank
VWO
VEMAX
VWO vs. VEMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Emerging Markets ETF (VWO) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX). 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
VWO vs. VEMAX - Dividend Comparison
VWO's dividend yield for the trailing twelve months is around 3.19%, more than VEMAX's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWO Vanguard FTSE Emerging Markets ETF | 3.19% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | 3.12% | 3.12% | 3.46% | 4.05% | 2.57% | 1.87% | 3.19% | 2.85% | 2.30% | 2.51% | 3.25% | 2.86% |
Drawdowns
VWO vs. VEMAX - Drawdown Comparison
The maximum VWO drawdown since its inception was -67.68%, roughly equal to the maximum VEMAX drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for VWO and VEMAX. For additional features, visit the drawdowns tool.
Volatility
VWO vs. VEMAX - Volatility Comparison
Vanguard FTSE Emerging Markets ETF (VWO) has a higher volatility of 10.94% compared to Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) at 8.89%. This indicates that VWO's price experiences larger fluctuations and is considered to be riskier than VEMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.