Correlation
The correlation between WFRPX and VEA is 0.70, 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.
WFRPX vs. VEA
Compare and contrast key facts about Wealthfront Risk Parity Fund Class W (WFRPX) and Vanguard FTSE Developed Markets ETF (VEA).
WFRPX is managed by Wealthfront. It was launched on Jan 22, 2018. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFRPX or VEA.
Performance
WFRPX vs. VEA - Performance Comparison
Loading data...
Key characteristics
Returns By Period
WFRPX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VEA
15.61%
5.20%
13.36%
12.04%
10.74%
12.19%
6.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WFRPX vs. VEA - Expense Ratio Comparison
WFRPX has a 0.25% expense ratio, which is higher than VEA's 0.05% 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%.
Risk-Adjusted Performance
WFRPX vs. VEA — Risk-Adjusted Performance Rank
WFRPX
VEA
WFRPX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) and Vanguard FTSE Developed Markets ETF (VEA). 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.
Loading data...
Dividends
WFRPX vs. VEA - Dividend Comparison
WFRPX has not paid dividends to shareholders, while VEA's dividend yield for the trailing twelve months is around 2.83%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFRPX Wealthfront Risk Parity Fund Class W | 3.87% | 5.18% | 4.86% | 1.31% | 0.00% | 0.29% | 1.57% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 2.83% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
WFRPX vs. VEA - Drawdown Comparison
Loading data...
Volatility
WFRPX vs. VEA - Volatility Comparison
Loading data...