IXSE vs. VOO
Compare and contrast key facts about WisdomTree India ex-State-Owned Enterprises Fund (IXSE) and Vanguard S&P 500 ETF (VOO).
IXSE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXSE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India ex-State-Owned Enterprises Index. It was launched on Apr 4, 2019. 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. Both IXSE and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IXSE or VOO.
Performance
IXSE vs. VOO - Performance Comparison
Returns By Period
IXSE
N/A
N/A
N/A
N/A
N/A
N/A
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| IXSE | VOO |
|---|
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IXSE vs. VOO - Expense Ratio Comparison
IXSE has a 0.58% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between IXSE and VOO is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
IXSE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) 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
IXSE vs. VOO - Dividend Comparison
IXSE has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXSE WisdomTree India ex-State-Owned Enterprises Fund | 0.00% | 0.27% | 0.90% | 0.03% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IXSE vs. VOO - Drawdown Comparison
Volatility
IXSE vs. VOO - Volatility Comparison
The current volatility for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.09%. This indicates that IXSE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.