Correlation
The correlation between NASDX and VOO is 0.90, 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.
NASDX vs. VOO
Compare and contrast key facts about Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and Vanguard S&P 500 ETF (VOO).
NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000. 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 NASDX 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: NASDX or VOO.
Performance
NASDX vs. VOO - Performance Comparison
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Key characteristics
NASDX:
0.52
VOO:
0.64
NASDX:
0.98
VOO:
1.07
NASDX:
1.13
VOO:
1.16
NASDX:
0.65
VOO:
0.71
NASDX:
2.11
VOO:
2.69
NASDX:
7.04%
VOO:
4.92%
NASDX:
25.71%
VOO:
19.55%
NASDX:
-81.69%
VOO:
-33.99%
NASDX:
-3.74%
VOO:
-3.82%
Returns By Period
In the year-to-date period, NASDX achieves a 1.57% return, which is significantly higher than VOO's 0.61% return. Over the past 10 years, NASDX has outperformed VOO with an annualized return of 17.31%, while VOO has yielded a comparatively lower 12.79% annualized return.
NASDX
1.57%
9.77%
2.99%
13.38%
19.50%
17.96%
17.31%
VOO
0.61%
6.68%
-1.22%
12.39%
13.99%
15.83%
12.79%
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NASDX vs. VOO - Expense Ratio Comparison
NASDX has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NASDX vs. VOO — Risk-Adjusted Performance Rank
NASDX
VOO
NASDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) 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
NASDX vs. VOO - Dividend Comparison
NASDX's dividend yield for the trailing twelve months is around 8.50%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 8.50% | 8.66% | 7.54% | 3.74% | 2.59% | 1.28% | 7.10% | 2.47% | 2.39% | 0.75% | 0.86% | 1.02% |
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
NASDX vs. VOO - Drawdown Comparison
The maximum NASDX drawdown since its inception was -81.69%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NASDX and VOO.
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Volatility
NASDX vs. VOO - Volatility Comparison
Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a higher volatility of 5.57% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that NASDX'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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