ETFdb Realtime Rating & Analyst Report for VWO
VWO is a passive ETF that seeks to replicate the MSCI Emerging Markets Index. The index measures the performance of the emerging market stocks.
| ETFdb Category | Expense Ratio | Inception Date | Issuer | Structure | YTD Return * |
|---|---|---|---|---|---|
| Emerging Markets Equities | 0.20% | 2005-03-04 | Vanguard | ETF | -1.26% |
* As of 05-24-2012
VWO Realtime Rating: By Metric
| Metric | Metric Realtime Rating | A+ Metric Rated ETF |
|---|---|---|
| Liquidity | A | EEM |
| Expenses | A+ | VWO |
| Performance | B | EPHE |
| Volatility | B+ | EWM |
| Dividend | B | GULF |
| Concentration | A+ | VWO |
The first adjacent table gives investors an individual Realtime Rating for VWO on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Emerging Markets Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.
VWO Realtime Rating: Overall
| ETFdb Rating Type | Overall Rating | A+ Overall Rated ETF |
|---|---|---|
| Realtime Rating (Overall) | A | EGRW |
The second table shows the overall Realtime Rating for VWO, as well as the A+ Overall Rated ETF in VWO's Category. To view information on how the ETFdb Realtime Ratings work, click here.
ETFdb Analyst Report for VWO
Asset Allocation
VWO is one of the largest ETFs in the world, having been embraced by investors as an efficient way to establish exposure to emerging markets. Given the opportunity to establish broad-based exposure to the developing economies of the world, VWO may appeal to a number of different investors; this fund can be used as a short-term trading vehicle or as a core holding in a long-term, buy-and-hold portfolio. It should be noted, however, that VWO tends to attract longer-term investors; those with short time horizons gravitate towards EEM, which boasts a deep and active options market and generally experiences greater trading volumes. VWO has become incredibly popular for a reason; the extremely low expense ratio charged by this ETF makes it a cheap way to access an asset class that is a critical component of any growth-oriented long-term strategy. The fact that VWO is available for commission-free trading on multiple platforms further enhances the appeal to cost-conscious investors. There's a lot to like about the balance of the portfolio as well; VWO invests in hundreds of stocks across dozens of different emerging markets in all corners of the globe, ensuring that no one market or sector has too significant an impact on performance. There are, of course, plenty of intriguing alternatives to VWO. An equal-weighted fund from Rydex (EWEM) includes the same holdings as VWO but assigns an equivalent weight to each, making it potentially appealing for those seeking to avoid cap-weighted methodologies. WisdomTree's dividend-weighted DEM is another option for those who prefer alternative weightings strategies, as is PXH from PowerShares. Overall, VWO is a great option for long-term investors, offering balanced exposure at a low fee.
VWO In-Depth
The following tables and charts contain in-depth metrics for VWO and compare it to similar peer ETFs within its ETFdb Category.
Expense Analysis
This section compares the cost efficiency of VWO to peers in the same ETFdb Category.
| VWO | ETF Average | ETF Wtd. Avgerage |
|---|---|---|
| 0.20% | 0.59% | 0.32% |
Comparative Analysis: Emerging Markets Equities ETFdb Category
| Lo | Average | Hi | VWO Rank |
|---|---|---|---|
| VWO: 0.20% | 0.64% | MES: 0.99% | 1 of 65 |
Commission Free Trading in VWO
VWO is currently available for commission free trading on the following platforms: Vanguard, TD Ameritrade, Firstrade. There are 12 other ETFs in the Emerging Markets Equities ETFdb Category that are also eligible for commission free trading: ASEA (E*TRADE, Interactive Brokers), BKF (TD Ameritrade), DBEM (E*TRADE), DEM (E*TRADE), DGS (E*TRADE), EEM (Fidelity), EPI (E*TRADE, TD Ameritrade), EWX (TD Ameritrade), GULF (E*TRADE), GUR (TD Ameritrade), RSX (TD Ameritrade), SCHE (Charles Schwab).
Performance Analysis
This section shows how VWO has performed relative to its peer group ETFdb Category.
| VWO | Category Lo | Category Hi | VWO Rank | |
|---|---|---|---|---|
| 1 Week* | -0.58% | EVAL: -8.40% | EGPT: 4.35% | 23 of 65 |
| 4 Week* | -11.56% | RSXJ: -18.95% | MES: -3.94% | 34 of 65 |
| 13 Week* | -14.54% | SCIF: -27.86% | EPHE: -1.87% | 30 of 60 |
| 26 Week* | 3.89% | RSXJ: -13.57% | EGPT: 29.64% | 21 of 54 |
| YTD* | -1.26% | RSXJ: -12.91% | EGPT: 31.26% | 29 of 54 |
| 1 Year* | -18.25% | PLND: -41.25% | EPHE: 11.99% | 23 of 49 |
| 3 Year* | 27.95% | PMNA: -13.87% | THD: 129.70% | 12 of 29 |
| 5 Year* | -2.37% | GUR: -36.41% | EWM: 31.40% | 6 of 11 |
* As of 05-24-2012
Volatility Analysis
This section shows how the volatility of VWO compares to the peer group ETFdb Category.
| VWO | Category Lo | Category Hi | VWO Rank | |
|---|---|---|---|---|
| Volatility: 5 Day* | 98.36% | EELV: 1.89% | INP: 291.60% | 13 of 65 |
| Volatility: 20 Day* | 15.68% | ASEA: 10.74% | EEHB: 44.72% | 48 of 62 |
| Volatility: 50 Day* | 17.72% | FRN: 13.21% | VNM: 35.43% | 41 of 58 |
| Volatility: 200 Day* | 19.59% | EWM: 13.28% | SCIF: 37.10% | 36 of 54 |
| Beta* | 1.36 | EGPT: -2.08 | EEME: 2.76 | 40 of 60 |
| Standard Deviation* | 3.28% | GULF: 0.43% | INP: 6.44% | 16 of 48 |
* As of 05-24-2012
Technical Analysis
This section highlights technical strength metrics for VWO.
| Moving Averages * | Support & Resistance * | Williams & Rel. Strength * | |||
|---|---|---|---|---|---|
| 20 Day MA | $40.24 | Lower Bolinger (10Day) | $36.90 | Williams % (10) | 83.78 |
| 60 Day MA | $42.31 | Upper Bolinger (10Day) | $40.26 | Williams % (20) | 90.15 |
| MACD 15 Day | -1.70 | Lower Bolinger (30Day) | $37.29 | Rel. Strength (10) | 24 |
| MACD 100 Day | -4.61 | Upper Bolinger (30Day) | $44.71 | Rel. Strength (20) | 30 |
| Support Level | $37.40 | Rel. Strength (30) | 35 | ||
| Resistance Level | $38.06 | ||||
* As of 05-24-2012
Dividend & Valuation Analysis
This section shows how the dividend yield and P/E multiple of VWO compare to the peer group ETFdb Category.
| VWO | Category Lo | Category Hi | VWO Rank | |
|---|---|---|---|---|
| Annual Dividend Yield* | 2.39% | INP: 0.00% | GULF: 6.27% | 30 of 55 |
| P/E Ratio* | n/a | EPOL: n/a | INP: 20.51 | 34 of 48 |
* As of 05-24-2012
Concentration Analysis
This section compares how balanced and deep VWO is relative to the peer group ETFdb Category.
| VWO | Category Lo | Category Hi | VWO Rank | |
|---|---|---|---|---|
| Number Of Holdings** | 900 | INP: n/a | VWO: 900 | 64 of 64 |
| % Assets In Top 10** | 13.41% | INP: n/a | ERUS: 74.21% | 9 of 64 |
**As of 2012-05-03
ETF X-Ray**
This section provides a look under the hood of VWO.
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**As of 2012-05-03
Alternative ETFs
Other ETFs in the Emerging Markets Equities ETFdb Category include:
| Type | Ticker | Expense Ratio | Assets | Avg. Daily Vol | YTD Return |
|---|---|---|---|---|---|
| Cheapest | EEMV | 0.25% | $155.2 M | 44,650 | 3.47% |
| Largest (AUM) | EEM | 0.67% | $32,344.1 M | 52,550,340 | -1.61% |
| Most Liquid (Volume) | EEM | 0.67% | $32,344.1 M | 52,550,340 | -1.61% |
| Top YTD Performer | EGPT | 0.94% | $43.9 M | 36,086 | 31.26% |
© 2012 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
