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.
Performance
DTLGX vs. VOO - Performance Comparison
Loading graphics...
DTLGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTLGX Wilshire Large Company Growth Portfolio | -10.04% | 21.95% | 35.90% | 39.81% | -31.60% | 22.61% | 38.78% | 28.64% | -2.20% | 27.03% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, DTLGX achieves a -10.04% return, which is significantly lower than VOO's -3.66% return. Both investments have delivered pretty close results over the past 10 years, with DTLGX having a 14.84% annualized return and VOO not far behind at 14.14%.
DTLGX
- 1D
- 4.17%
- 1M
- -5.90%
- YTD
- -10.04%
- 6M
- -10.13%
- 1Y
- 20.96%
- 3Y*
- 22.67%
- 5Y*
- 10.98%
- 10Y*
- 14.84%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DTLGX vs. VOO - Expense Ratio Comparison
DTLGX has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
DTLGX vs. VOO — Risk / Return Rank
DTLGX
VOO
DTLGX vs. VOO - Risk-Adjusted Trends 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.
| DTLGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.01 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.53 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.55 | -0.27 |
Martin ratioReturn relative to average drawdown | 4.53 | 7.31 | -2.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DTLGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.01 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.71 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.83 | -0.32 |
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.
Dividends
DTLGX vs. VOO - Dividend Comparison
DTLGX's dividend yield for the trailing twelve months is around 28.81%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTLGX Wilshire Large Company Growth Portfolio | 28.81% | 25.91% | 13.48% | 0.09% | 20.78% | 22.68% | 21.08% | 10.06% | 16.96% | 9.01% | 12.35% | 11.48% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
DTLGX vs. VOO - Drawdown Comparison
The maximum DTLGX drawdown since its inception was -56.57%, 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.
Loading graphics...
Drawdown Indicators
| DTLGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.57% | -33.99% | -22.58% |
Max Drawdown (1Y)Largest decline over 1 year | -17.05% | -11.98% | -5.07% |
Max Drawdown (5Y)Largest decline over 5 years | -35.84% | -24.52% | -11.32% |
Max Drawdown (10Y)Largest decline over 10 years | -35.84% | -33.99% | -1.85% |
Current DrawdownCurrent decline from peak | -13.59% | -5.55% | -8.04% |
Average DrawdownAverage peak-to-trough decline | -13.92% | -3.72% | -10.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 2.55% | +2.29% |
Volatility
DTLGX vs. VOO - Volatility Comparison
Wilshire Large Company Growth Portfolio (DTLGX) has a higher volatility of 7.56% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
Loading graphics...
Volatility by Period
| DTLGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 5.34% | +2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 9.47% | +4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 18.11% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 16.82% | +5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.24% | 17.99% | +3.25% |