WWWEX vs. VT
Compare and contrast key facts about Kinetics The Global Fund (WWWEX) and Vanguard Total World Stock ETF (VT).
WWWEX is managed by Kinetics. It was launched on Dec 30, 1999. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWWEX or VT.
Correlation
The correlation between WWWEX and VT is 0.55, 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.
Performance
WWWEX vs. VT - Performance Comparison
Key characteristics
WWWEX:
1.86
VT:
0.58
WWWEX:
2.55
VT:
0.93
WWWEX:
1.33
VT:
1.13
WWWEX:
2.58
VT:
0.62
WWWEX:
7.17
VT:
2.80
WWWEX:
6.35%
VT:
3.65%
WWWEX:
24.48%
VT:
17.70%
WWWEX:
-82.50%
VT:
-50.27%
WWWEX:
-7.69%
VT:
-6.29%
Returns By Period
In the year-to-date period, WWWEX achieves a 5.87% return, which is significantly higher than VT's -1.11% return. Over the past 10 years, WWWEX has outperformed VT with an annualized return of 12.46%, while VT has yielded a comparatively lower 8.45% annualized return.
WWWEX
5.87%
1.13%
18.52%
47.02%
24.20%
12.46%
VT
-1.11%
-1.88%
-1.42%
10.59%
13.79%
8.45%
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WWWEX vs. VT - Expense Ratio Comparison
WWWEX has a 1.39% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
WWWEX vs. VT — Risk-Adjusted Performance Rank
WWWEX
VT
WWWEX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics The Global Fund (WWWEX) and Vanguard Total World Stock ETF (VT). 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
WWWEX vs. VT - Dividend Comparison
WWWEX's dividend yield for the trailing twelve months is around 0.92%, less than VT's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WWWEX Kinetics The Global Fund | 0.92% | 0.97% | 2.49% | 0.00% | 3.13% | 0.00% | 0.00% | 0.00% | 1.34% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.95% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
WWWEX vs. VT - Drawdown Comparison
The maximum WWWEX drawdown since its inception was -82.50%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for WWWEX and VT. For additional features, visit the drawdowns tool.
Volatility
WWWEX vs. VT - Volatility Comparison
The current volatility for Kinetics The Global Fund (WWWEX) is 9.16%, while Vanguard Total World Stock ETF (VT) has a volatility of 12.77%. This indicates that WWWEX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.