WRLDX vs. VV
Compare and contrast key facts about Scharf Global Opportunity Fund (WRLDX) and Vanguard Large-Cap ETF (VV).
WRLDX is managed by Scharf Investments. It was launched on Oct 13, 2014. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WRLDX or VV.
Correlation
The correlation between WRLDX and VV is 0.82, 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
WRLDX vs. VV - Performance Comparison
Key characteristics
WRLDX:
0.94
VV:
1.85
WRLDX:
1.32
VV:
2.48
WRLDX:
1.17
VV:
1.34
WRLDX:
0.83
VV:
2.80
WRLDX:
3.06
VV:
11.55
WRLDX:
3.15%
VV:
2.09%
WRLDX:
10.25%
VV:
13.05%
WRLDX:
-33.53%
VV:
-54.81%
WRLDX:
-1.06%
VV:
-0.47%
Returns By Period
In the year-to-date period, WRLDX achieves a 7.31% return, which is significantly higher than VV's 4.31% return. Over the past 10 years, WRLDX has underperformed VV with an annualized return of 4.22%, while VV has yielded a comparatively higher 13.20% annualized return.
WRLDX
7.31%
4.27%
4.48%
9.49%
4.87%
4.22%
VV
4.31%
1.20%
11.06%
24.79%
14.59%
13.20%
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WRLDX vs. VV - Expense Ratio Comparison
WRLDX has a 0.65% expense ratio, which is higher than VV's 0.04% expense ratio.
Risk-Adjusted Performance
WRLDX vs. VV — Risk-Adjusted Performance Rank
WRLDX
VV
WRLDX vs. VV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Scharf Global Opportunity Fund (WRLDX) and Vanguard Large-Cap ETF (VV). 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
WRLDX vs. VV - Dividend Comparison
WRLDX's dividend yield for the trailing twelve months is around 0.76%, less than VV's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRLDX Scharf Global Opportunity Fund | 0.76% | 0.81% | 1.19% | 1.10% | 0.87% | 0.69% | 1.39% | 1.08% | 0.70% | 0.54% | 0.79% | 0.12% |
VV Vanguard Large-Cap ETF | 1.19% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% |
Drawdowns
WRLDX vs. VV - Drawdown Comparison
The maximum WRLDX drawdown since its inception was -33.53%, smaller than the maximum VV drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for WRLDX and VV. For additional features, visit the drawdowns tool.
Volatility
WRLDX vs. VV - Volatility Comparison
The current volatility for Scharf Global Opportunity Fund (WRLDX) is 2.55%, while Vanguard Large-Cap ETF (VV) has a volatility of 2.94%. This indicates that WRLDX experiences smaller price fluctuations and is considered to be less risky than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.