Vanguard Funds Competition

V3RE Etf

5.65 0.05 0.89%

Vanguard Funds PLC competes with Vanguard, SPDR Dow, IShares Core, IShares SP, and Vanguard FTSE; as well as few others. Analyzing Vanguard Funds competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Vanguard Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Vanguard Funds competition on your existing holdings.

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Vanguard Funds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vanguard Funds and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Vanguard and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Vanguard Funds PLC does not affect the price movement of the other competitor.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.26	0.55	0.07	0.53	0.05	0.64	0.28	-0.53	0.73	META
MSFT	0.26		0.21	0.17	0.16	-0.01	0.03	-0.11	0.13	-0.2	MSFT
UBER	0.55	0.21		-0.06	-0.09	0.27	-0.03	-0.16	0.09	0.35	UBER
F	0.07	0.17	-0.06		0.28	-0.41	0.5	0.7	-0.37	0.32	F
T	0.53	0.16	-0.09	0.28		-0.5	0.81	0.64	-0.79	0.39	T
A	0.05	-0.01	0.27	-0.41	-0.5		-0.46	-0.6	0.63	0.0	A
CRM	0.64	0.03	-0.03	0.5	0.81	-0.46		0.86	-0.91	0.65	CRM
JPM	0.28	-0.11	-0.16	0.7	0.64	-0.6	0.86		-0.83	0.47	JPM
MRK	-0.53	0.13	0.09	-0.37	-0.79	0.63	-0.91	-0.83		-0.56	MRK
XOM	0.73	-0.2	0.35	0.32	0.39	0.0	0.65	0.47	-0.56		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

JPM	+ 0.86	CRM
CRM	+ 0.81	T
XOM	+ 0.73	META
JPM	+ 0.7	F
XOM	+ 0.65	CRM
CRM	+ 0.64	META

High negative correlations

MRK	- 0.91	CRM
MRK	- 0.83	JPM
MRK	- 0.79	T
JPM	- 0.6	A
XOM	- 0.56	MRK
MRK	- 0.53	META

Vanguard Funds Competition Risk-Adjusted Indicators

There is a big difference between Vanguard Etf performing well and Vanguard Funds ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Vanguard Funds' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.07	0.07	0.02	0.23	1.41	(1.14)	2.62	(3.15)	8.02
MSFT	0.90	(0.04)	(0.05)	0.07	1.50	(0.86)	2.09	(1.85)	8.19
UBER	1.61	(0.11)	(0.04)	0.02	2.32	(1.70)	2.69	(2.53)	20.10
F	1.42	(0.15)	(0.04)	0.03	2.23	(1.39)	2.53	(2.90)	11.21
T	0.92	0.26	0.12	(7.83)	0.86	(1.06)	2.56	(1.72)	6.47
A	1.17	(0.09)	0.00	(0.06)	0.00	0.00	2.71	(2.42)	9.02
CRM	1.31	0.23	0.18	0.34	1.08	(1.53)	3.18	(1.91)	9.98
JPM	1.12	(0.04)	0.05	0.11	1.38	(1.23)	2.05	(2.00)	15.87
MRK	0.91	(0.24)	0.00	(0.86)	0.00	0.00	2.00	(2.13)	4.89
XOM	1.00	(0.03)	(0.07)	0.06	1.31	(1.04)	2.10	(2.09)	5.74

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Vanguard Funds Competitive Analysis

The better you understand Vanguard Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vanguard Funds' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Vanguard Funds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	V3RE	VUSA	DIA	EMIM	IUSA	VWRL	CNYB	CYBU	IMEU	IWRD
	0.89 5.65 Vanguard	0.32 108.60 Vanguard	0.31 426.65 SPDR	0.83 32.79 IShares	0.26 57.02 IShares	0.42 133.86 Vanguard	0.19 5.28 IShares	0.18 5.66 IShares	0.60 31.70 IShares	0.39 77.08 IShares
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Modest	Solid	Good	Very Weak	Good	Very Weak	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Hold	Buy	Strong Buy	Strong Buy	Buy	Hold	Strong Hold	Strong Buy
Equity Positions Weight		100.0	99.63	98.72	99.83	99.96	N/A	N/A	99.42	99.45
Three Year Return		9.96	16.65	10.06	9.54	9.93	N/A	N/A	7.49	14.27
Net Asset		30.33 B	21.33 B	13.36 B	11 B	9.31 B	7.44 B	6.32 B	5.9 B	5.88 B
Five Year Return		10.16	12.45	1.58	9.74	13.34	N/A	N/A	8.29	14.38
One Year Return		-14.01	11.97	0.89	-15.37	31.44	13.79	-1.36	30.13	41.78
Bond Positions Weight		N/A	N/A	0.03	N/A	N/A	99.6	99.6	N/A	N/A
Last Dividend Paid		N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.0672	N/A
Ten Year Return		12.34	14.82	N/A	12.05	N/A	N/A	N/A	7.34	10.17
Price To Earning		N/A	11.4	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Day Typical Price	5.65	108.4	425.97	32.67	56.93	133.59	5.29	5.66	31.62	76.92
Accumulation Distribution	0.0018	296.33	0.0048	155.73	0.0053	343.32	0.0038	N/A	0.0091	0.0061
Market Facilitation Index	0.01	0.0	2.05	0.0	0.3	0.0	0.02	N/A	0.29	0.47
Daily Balance Of Power	5.0	0.5833	0.6341	0.75	0.5	0.6512	0.5	9.2 T	0.6552	0.6383
Period Momentum Indicator	0.05	0.35	1.3	0.27	0.15	0.56	0.01	0.01	0.19	0.3
Rate Of Daily Change	1.01	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.01	1.0
Day Median Price	5.65	108.3	425.63	32.61	56.89	133.45	5.29	5.66	31.58	76.85
Price Action Indicator	0.03	0.47	1.67	0.31	0.21	0.69	(0.01)	0.005	0.22	0.38
Relative Strength Index	100.0	77.94	84.74	50.59	77.74	74.81	34.48	61.74	34.74	72.76
Coefficient Of Variation	417.17	448.67	415.06	1340.64	459.04	521.68	(2,616)	634.65	(1,898)	511.13
Mean Deviation	0.0717	0.6026	0.4833	0.6622	0.616	0.5507	0.2739	0.1436	0.5783	0.5589
Jensen Alpha	0.0283	0.1488	0.1709	0.0465	0.1483	0.1074	(0.03)	0.0173	(0.05)	0.1141
Total Risk Alpha	0.0016	0.0386	0.0526	(0.09)	0.0352	0.0081	(0.08)	(0.01)	(0.17)	0.0122
Sortino Ratio	N/A	0.0731	0.0937	(0.09)	0.0727	0.0034	N/A	(0.50)	N/A	0.0196
Downside Variance	N/A	0.5827	0.5011	0.6946	0.5887	0.4598	N/A	0.0459	N/A	0.4805
Standard Deviation	0.1591	0.8677	0.8465	0.894	0.8879	0.73	0.357	0.1899	0.7209	0.7728
Kurtosis	18.64	5.62	9.38	0.6811	5.58	1.63	0.7474	0.3982	(0.19)	2.76
Potential Upside	0.363	1.21	2.33	1.54	1.25	1.25	0.5535	0.3597	1.12	1.34
Treynor Ratio	(23.46)	0.6772	1.07	0.7068	0.6663	0.7345	(0.44)	0.9812	(5.27)	0.666
Maximum Drawdown	0.7233	5.49	4.5	4.54	5.57	3.81	1.69	0.721	3.4	4.35
Variance	0.0253	0.7529	0.7166	0.7992	0.7883	0.5329	0.1275	0.0361	0.5197	0.5972
Market Risk Adjusted Performance	(23.45)	0.6872	1.08	0.7168	0.6763	0.7445	(0.43)	0.9912	(5.26)	0.676
Risk Adjusted Performance	0.1452	0.1716	0.1851	0.0585	0.1679	0.1461	(0.04)	0.0902	(0.04)	0.1497
Skewness	4.34	1.13	2.82	0.2635	1.13	0.4531	(0.62)	0.5416	(0.23)	0.6358
Semi Deviation	N/A	0.5029	0.0	0.7394	0.5125	0.4531	N/A	0.0	N/A	0.4621
Information Ratio	(0.62)	0.0643	0.0784	(0.08)	0.0629	0.0032	(0.42)	(0.57)	(0.24)	0.0176
Value At Risk	N/A	(1.20)	(0.66)	(1.45)	(1.17)	(1.03)	(0.56)	(0.18)	(1.23)	(1.22)
Expected Short fall	N/A	(0.67)	(1.52)	(0.75)	(0.70)	(0.59)	N/A	(0.26)	N/A	(0.62)
Downside Deviation	N/A	0.7633	0.7079	0.8334	0.7673	0.6781	N/A	0.2142	N/A	0.6931
Semi Variance	N/A	0.2529	(0.14)	0.5468	0.2627	0.2053	N/A	(0.01)	N/A	0.2136

Vanguard Funds Competition Performance Charts

Five steps to successful analysis of Vanguard Funds Competition

Vanguard Funds' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Vanguard Funds PLC in relation to its competition. Vanguard Funds' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Vanguard Funds in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Vanguard Funds' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Vanguard Funds PLC, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Vanguard Funds position

In addition to having Vanguard Funds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 99 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Single Stock ETFs Theme or any other thematic opportunities.

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