NEEGX vs. VOO
Compare and contrast key facts about Needham Growth Fund (NEEGX) and Vanguard S&P 500 ETF (VOO).
NEEGX is managed by Needham. It was launched on Jan 2, 1996. 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: NEEGX or VOO.
Correlation
The correlation between NEEGX and VOO is 0.83, 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
NEEGX vs. VOO - Performance Comparison
Key characteristics
NEEGX:
-0.90
VOO:
0.32
NEEGX:
-1.22
VOO:
0.57
NEEGX:
0.85
VOO:
1.08
NEEGX:
-0.74
VOO:
0.32
NEEGX:
-2.01
VOO:
1.42
NEEGX:
14.20%
VOO:
4.19%
NEEGX:
31.58%
VOO:
18.73%
NEEGX:
-53.60%
VOO:
-33.99%
NEEGX:
-35.32%
VOO:
-13.85%
Returns By Period
In the year-to-date period, NEEGX achieves a -23.65% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, NEEGX has underperformed VOO with an annualized return of 6.26%, while VOO has yielded a comparatively higher 11.66% annualized return.
NEEGX
-23.65%
-14.86%
-28.35%
-26.62%
8.02%
6.26%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NEEGX vs. VOO - Expense Ratio Comparison
NEEGX has a 1.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NEEGX vs. VOO — Risk-Adjusted Performance Rank
NEEGX
VOO
NEEGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) 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
NEEGX vs. VOO - Dividend Comparison
NEEGX's dividend yield for the trailing twelve months is around 5.13%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 5.13% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% | 6.67% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NEEGX vs. VOO - Drawdown Comparison
The maximum NEEGX drawdown since its inception was -53.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NEEGX and VOO. For additional features, visit the drawdowns tool.
Volatility
NEEGX vs. VOO - Volatility Comparison
Needham Growth Fund (NEEGX) has a higher volatility of 19.18% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that NEEGX'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.