Correlation
The correlation between VWRD.L and FEQIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
VWRD.L vs. FEQIX
Compare and contrast key facts about Vanguard FTSE All-World UCITS ETF (VWRD.L) and Fidelity Equity-Income Fund (FEQIX).
VWRD.L is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWRD.L or FEQIX.
Performance
VWRD.L vs. FEQIX - Performance Comparison
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Key characteristics
VWRD.L:
0.68
FEQIX:
0.62
VWRD.L:
1.02
FEQIX:
0.83
VWRD.L:
1.15
FEQIX:
1.12
VWRD.L:
0.69
FEQIX:
0.60
VWRD.L:
3.07
FEQIX:
2.37
VWRD.L:
3.66%
FEQIX:
3.31%
VWRD.L:
16.13%
FEQIX:
15.15%
VWRD.L:
-33.83%
FEQIX:
-62.24%
VWRD.L:
-1.68%
FEQIX:
-2.81%
Returns By Period
The year-to-date returns for both stocks are quite close, with VWRD.L having a 3.47% return and FEQIX slightly lower at 3.42%. Both investments have delivered pretty close results over the past 10 years, with VWRD.L having a 9.02% annualized return and FEQIX not far ahead at 9.28%.
VWRD.L
3.47%
6.37%
2.83%
11.23%
13.64%
13.88%
9.02%
FEQIX
3.42%
3.39%
-1.78%
8.61%
10.25%
14.30%
9.28%
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VWRD.L vs. FEQIX - Expense Ratio Comparison
VWRD.L has a 0.22% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
VWRD.L vs. FEQIX — Risk-Adjusted Performance Rank
VWRD.L
FEQIX
VWRD.L vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World UCITS ETF (VWRD.L) and Fidelity Equity-Income Fund (FEQIX). 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.
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Dividends
VWRD.L vs. FEQIX - Dividend Comparison
VWRD.L's dividend yield for the trailing twelve months is around 1.53%, less than FEQIX's 5.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWRD.L Vanguard FTSE All-World UCITS ETF | 1.53% | 1.52% | 1.69% | 2.05% | 1.48% | 1.47% | 1.88% | 2.29% | 1.82% | 2.04% | 2.07% | 2.25% |
FEQIX Fidelity Equity-Income Fund | 5.04% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 12.17% | 7.24% |
Drawdowns
VWRD.L vs. FEQIX - Drawdown Comparison
The maximum VWRD.L drawdown since its inception was -33.83%, smaller than the maximum FEQIX drawdown of -62.24%. Use the drawdown chart below to compare losses from any high point for VWRD.L and FEQIX.
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Volatility
VWRD.L vs. FEQIX - Volatility Comparison
The current volatility for Vanguard FTSE All-World UCITS ETF (VWRD.L) is 3.30%, while Fidelity Equity-Income Fund (FEQIX) has a volatility of 3.68%. This indicates that VWRD.L experiences smaller price fluctuations and is considered to be less risky than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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