ZEMIX vs. VUG
Compare and contrast key facts about Ninety One Emerging Markets Equity Fund (ZEMIX) and Vanguard Growth ETF (VUG).
ZEMIX is managed by Ninety One. It was launched on Nov 27, 2018. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZEMIX or VUG.
Correlation
The correlation between ZEMIX and VUG 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.
Performance
ZEMIX vs. VUG - Performance Comparison
Key characteristics
ZEMIX:
1.41
VUG:
1.69
ZEMIX:
1.91
VUG:
2.26
ZEMIX:
1.25
VUG:
1.31
ZEMIX:
0.66
VUG:
2.30
ZEMIX:
5.71
VUG:
8.74
ZEMIX:
3.63%
VUG:
3.42%
ZEMIX:
14.74%
VUG:
17.68%
ZEMIX:
-43.94%
VUG:
-50.68%
ZEMIX:
-17.99%
VUG:
-0.01%
Returns By Period
In the year-to-date period, ZEMIX achieves a 5.16% return, which is significantly higher than VUG's 4.16% return.
ZEMIX
5.16%
6.66%
7.91%
19.72%
1.83%
N/A
VUG
4.16%
3.33%
14.85%
28.02%
17.19%
15.84%
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ZEMIX vs. VUG - Expense Ratio Comparison
ZEMIX has a 0.85% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
ZEMIX vs. VUG — Risk-Adjusted Performance Rank
ZEMIX
VUG
ZEMIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ninety One Emerging Markets Equity Fund (ZEMIX) and Vanguard Growth ETF (VUG). 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
ZEMIX vs. VUG - Dividend Comparison
ZEMIX's dividend yield for the trailing twelve months is around 1.39%, more than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZEMIX Ninety One Emerging Markets Equity Fund | 1.39% | 1.46% | 2.28% | 1.22% | 1.66% | 1.08% | 2.74% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
ZEMIX vs. VUG - Drawdown Comparison
The maximum ZEMIX drawdown since its inception was -43.94%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ZEMIX and VUG. For additional features, visit the drawdowns tool.
Volatility
ZEMIX vs. VUG - Volatility Comparison
The current volatility for Ninety One Emerging Markets Equity Fund (ZEMIX) is 3.96%, while Vanguard Growth ETF (VUG) has a volatility of 5.01%. This indicates that ZEMIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.