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.
Performance
NEEGX vs. VOO - Performance Comparison
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NEEGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, NEEGX achieves a 15.68% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, NEEGX has underperformed VOO with an annualized return of 12.74%, while VOO has yielded a comparatively higher 14.14% annualized return.
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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NEEGX vs. VOO - Expense Ratio Comparison
NEEGX has a 1.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
NEEGX vs. VOO — Risk / Return Rank
NEEGX
VOO
NEEGX vs. VOO - Risk-Adjusted Trends 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.
| NEEGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.01 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.53 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 1.55 | +1.69 |
Martin ratioReturn relative to average drawdown | 10.67 | 7.31 | +3.36 |
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
| NEEGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.01 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.71 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.79 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.83 | -0.29 |
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.
Dividends
NEEGX vs. VOO - Dividend Comparison
NEEGX's dividend yield for the trailing twelve months is around 6.54%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| NEEGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.60% | -33.99% | -19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -11.98% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -24.52% | -18.83% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -33.99% | -9.36% |
Current DrawdownCurrent decline from peak | -7.54% | -5.55% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -3.72% | -7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 2.55% | +2.06% |
Volatility
NEEGX vs. VOO - Volatility Comparison
Needham Growth Fund (NEEGX) has a higher volatility of 11.31% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| NEEGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 5.34% | +5.97% |
Volatility (6M)Calculated over the trailing 6-month period | 20.91% | 9.47% | +11.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.23% | 18.11% | +14.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.04% | 16.82% | +11.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.01% | 17.99% | +7.02% |