RGEF vs VT

ARGEF

BVT

Measures won0–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,830VT · VXUS $14,653

Lowest cost0.05%VXUS · $5 on $10k

Most income2.40%VXUS · $240 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common24.0%RGEF and VT

Rockefeller Global Equity ETF · $786MVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,469+20.4%

[…]5 years · per year[…] · $15,830+9.6%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.98%12-mo yield$98 · $155 on $10k1.55%

Cards for this view

RGEF

Rockefeller Global Equity

[…]

Vanguard Total World Stock

$15,830

MeasureRGEFVT

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.98%1.55%

5 years, per year[…]+9.6%

3 years, per year[…]+20.4%

Worst drop · 1Y−10.0%−9.7%

Volatility · 1Y16.9%14.9%

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	−0.6%	+11.4%	+12.2%	+20.4%	+9.6%	−9.7%	$81.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	0.98%	+0.3%	+12.6%	+13.3%	new	new	−10.0%	$786M

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	−0.6%	+11.4%	+12.2%	+20.4%	+9.6%	−9.7%	$81.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	0.98%	+0.3%	+12.6%	+13.3%	new	new	−10.0%	$786M

Loading…