IWIRX vs. VOO
Compare and contrast key facts about Guinness Atkinson Global Innovators Fund (IWIRX) and Vanguard S&P 500 ETF (VOO).
IWIRX is managed by Guinness Atkinson. It was launched on Dec 15, 1998. 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: IWIRX or VOO.
Correlation
The correlation between IWIRX and VOO is 0.89, 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.
Performance
IWIRX vs. VOO - Performance Comparison
Key characteristics
IWIRX:
0.24
VOO:
1.89
IWIRX:
0.42
VOO:
2.54
IWIRX:
1.07
VOO:
1.35
IWIRX:
0.19
VOO:
2.83
IWIRX:
0.79
VOO:
11.83
IWIRX:
5.92%
VOO:
2.02%
IWIRX:
19.13%
VOO:
12.66%
IWIRX:
-73.53%
VOO:
-33.99%
IWIRX:
-19.52%
VOO:
-0.42%
Returns By Period
In the year-to-date period, IWIRX achieves a 5.92% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, IWIRX has underperformed VOO with an annualized return of 5.51%, while VOO has yielded a comparatively higher 13.26% annualized return.
IWIRX
5.92%
1.46%
-4.31%
5.90%
4.41%
5.51%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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IWIRX vs. VOO - Expense Ratio Comparison
IWIRX has a 1.24% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IWIRX vs. VOO — Risk-Adjusted Performance Rank
IWIRX
VOO
IWIRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson Global Innovators Fund (IWIRX) 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.
Dividends
IWIRX vs. VOO - Dividend Comparison
IWIRX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% | 0.44% | 0.10% | 0.92% | 0.75% | 0.78% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IWIRX vs. VOO - Drawdown Comparison
The maximum IWIRX drawdown since its inception was -73.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IWIRX and VOO. For additional features, visit the drawdowns tool.
Volatility
IWIRX vs. VOO - Volatility Comparison
Guinness Atkinson Global Innovators Fund (IWIRX) has a higher volatility of 3.90% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that IWIRX'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.