KLGAX vs. VOO
Compare and contrast key facts about MainStay WMC Growth Fund (KLGAX) and Vanguard S&P 500 ETF (VOO).
KLGAX is managed by New York Life. It was launched on Aug 7, 2006. 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
KLGAX vs. VOO - Performance Comparison
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KLGAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KLGAX MainStay WMC Growth Fund | -13.45% | 16.60% | 25.22% | 38.63% | -33.53% | 17.85% | 31.88% | 29.41% | -4.33% | 30.05% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, KLGAX achieves a -13.45% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, KLGAX has underperformed VOO with an annualized return of 11.96%, while VOO has yielded a comparatively higher 14.05% annualized return.
KLGAX
- 1D
- -0.25%
- 1M
- -9.06%
- YTD
- -13.45%
- 6M
- -12.22%
- 1Y
- 11.11%
- 3Y*
- 15.65%
- 5Y*
- 6.28%
- 10Y*
- 11.96%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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KLGAX vs. VOO - Expense Ratio Comparison
KLGAX has a 1.02% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
KLGAX vs. VOO — Risk / Return Rank
KLGAX
VOO
KLGAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC Growth Fund (KLGAX) 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.
| KLGAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.98 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.50 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.53 | -1.05 |
Martin ratioReturn relative to average drawdown | 1.73 | 7.29 | -5.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KLGAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.98 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.70 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.83 | -0.42 |
Correlation
The correlation between KLGAX and VOO is 0.92, 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
KLGAX vs. VOO - Dividend Comparison
KLGAX's dividend yield for the trailing twelve months is around 3.90%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KLGAX MainStay WMC Growth Fund | 3.90% | 3.38% | 3.96% | 0.00% | 0.00% | 26.57% | 3.69% | 3.43% | 11.10% | 3.85% | 8.73% | 7.55% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
KLGAX vs. VOO - Drawdown Comparison
The maximum KLGAX drawdown since its inception was -55.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for KLGAX and VOO.
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Drawdown Indicators
| KLGAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.04% | -33.99% | -21.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.03% | -11.98% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -39.29% | -24.52% | -14.77% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -33.99% | -5.30% |
Current DrawdownCurrent decline from peak | -16.03% | -6.29% | -9.74% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -3.72% | -5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 2.52% | +1.98% |
Volatility
KLGAX vs. VOO - Volatility Comparison
MainStay WMC Growth Fund (KLGAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.53% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KLGAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 5.29% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 9.44% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 18.10% | +4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.52% | 16.82% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 17.99% | +3.91% |