NICSX vs. VOO
Compare and contrast key facts about Nicholas Fund (NICSX) and Vanguard S&P 500 ETF (VOO).
NICSX is managed by Nicholas. It was launched on Jul 14, 1969. 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: NICSX or VOO.
Correlation
The correlation between NICSX and VOO is 0.94, 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
NICSX vs. VOO - Performance Comparison
Key characteristics
NICSX:
-0.07
VOO:
1.01
NICSX:
-0.00
VOO:
1.41
NICSX:
1.00
VOO:
1.19
NICSX:
-0.09
VOO:
1.58
NICSX:
-0.24
VOO:
6.08
NICSX:
3.89%
VOO:
2.19%
NICSX:
13.59%
VOO:
13.13%
NICSX:
-63.53%
VOO:
-33.99%
NICSX:
-9.94%
VOO:
-6.56%
Returns By Period
In the year-to-date period, NICSX achieves a -0.89% return, which is significantly higher than VOO's -2.25% return. Over the past 10 years, NICSX has underperformed VOO with an annualized return of 3.15%, while VOO has yielded a comparatively higher 12.69% annualized return.
NICSX
-0.89%
-5.13%
-0.84%
-0.54%
7.49%
3.15%
VOO
-2.25%
-4.82%
4.94%
13.87%
15.87%
12.69%
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NICSX vs. VOO - Expense Ratio Comparison
NICSX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NICSX vs. VOO — Risk-Adjusted Performance Rank
NICSX
VOO
NICSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nicholas Fund (NICSX) 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
NICSX vs. VOO - Dividend Comparison
NICSX's dividend yield for the trailing twelve months is around 0.30%, less than VOO's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NICSX Nicholas Fund | 0.30% | 0.30% | 0.37% | 0.27% | 0.23% | 0.44% | 0.59% | 0.69% | 0.66% | 0.72% | 0.63% | 0.30% |
VOO Vanguard S&P 500 ETF | 1.27% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NICSX vs. VOO - Drawdown Comparison
The maximum NICSX drawdown since its inception was -63.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NICSX and VOO. For additional features, visit the drawdowns tool.
Volatility
NICSX vs. VOO - Volatility Comparison
The current volatility for Nicholas Fund (NICSX) is 3.70%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that NICSX 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.