Correlation
The correlation between DTLGX and VOO is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
DTLGX vs. VOO
Compare and contrast key facts about Wilshire Large Company Growth Portfolio (DTLGX) and Vanguard S&P 500 ETF (VOO).
DTLGX is managed by Wilshire Mutual Funds. It was launched on Sep 30, 1992. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DTLGX or VOO.
Performance
DTLGX vs. VOO - Performance Comparison
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Key characteristics
DTLGX:
0.72
VOO:
0.74
DTLGX:
1.04
VOO:
1.04
DTLGX:
1.14
VOO:
1.15
DTLGX:
0.69
VOO:
0.68
DTLGX:
2.20
VOO:
2.58
DTLGX:
7.57%
VOO:
4.93%
DTLGX:
26.26%
VOO:
19.54%
DTLGX:
-55.73%
VOO:
-33.99%
DTLGX:
-4.13%
VOO:
-3.55%
Returns By Period
In the year-to-date period, DTLGX achieves a 1.48% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, DTLGX has outperformed VOO with an annualized return of 14.11%, while VOO has yielded a comparatively lower 12.81% annualized return.
DTLGX
1.48%
9.34%
1.46%
18.80%
20.23%
15.86%
14.11%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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DTLGX vs. VOO - Expense Ratio Comparison
DTLGX has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DTLGX vs. VOO — Risk-Adjusted Performance Rank
DTLGX
VOO
DTLGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilshire Large Company Growth Portfolio (DTLGX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
DTLGX vs. VOO - Dividend Comparison
DTLGX's dividend yield for the trailing twelve months is around 13.28%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTLGX Wilshire Large Company Growth Portfolio | 13.28% | 13.48% | 0.09% | 20.79% | 22.68% | 21.08% | 10.06% | 16.96% | 9.01% | 12.35% | 11.48% | 16.27% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DTLGX vs. VOO - Drawdown Comparison
The maximum DTLGX drawdown since its inception was -55.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DTLGX and VOO.
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Volatility
DTLGX vs. VOO - Volatility Comparison
Wilshire Large Company Growth Portfolio (DTLGX) has a higher volatility of 5.85% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that DTLGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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