NOLCX vs. VONE
Compare and contrast key facts about Northern Large Cap Core Fund (NOLCX) and Vanguard Russell 1000 ETF (VONE).
NOLCX is managed by Northern Funds. It was launched on Dec 16, 2005. VONE is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOLCX or VONE.
Correlation
The correlation between NOLCX and VONE is 0.96, 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
NOLCX vs. VONE - Performance Comparison
Key characteristics
NOLCX:
1.18
VONE:
1.97
NOLCX:
1.51
VONE:
2.64
NOLCX:
1.24
VONE:
1.36
NOLCX:
1.48
VONE:
2.95
NOLCX:
4.55
VONE:
12.08
NOLCX:
3.87%
VONE:
2.09%
NOLCX:
14.90%
VONE:
12.79%
NOLCX:
-59.04%
VONE:
-34.67%
NOLCX:
-6.34%
VONE:
-0.06%
Returns By Period
In the year-to-date period, NOLCX achieves a 4.97% return, which is significantly higher than VONE's 4.26% return. Over the past 10 years, NOLCX has underperformed VONE with an annualized return of 8.31%, while VONE has yielded a comparatively higher 13.00% annualized return.
NOLCX
4.97%
3.05%
3.31%
15.61%
7.96%
8.31%
VONE
4.26%
2.94%
11.43%
23.05%
14.10%
13.00%
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NOLCX vs. VONE - Expense Ratio Comparison
NOLCX has a 0.45% expense ratio, which is higher than VONE's 0.08% expense ratio.
Risk-Adjusted Performance
NOLCX vs. VONE — Risk-Adjusted Performance Rank
NOLCX
VONE
NOLCX vs. VONE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Large Cap Core Fund (NOLCX) and Vanguard Russell 1000 ETF (VONE). 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
NOLCX vs. VONE - Dividend Comparison
NOLCX's dividend yield for the trailing twelve months is around 1.09%, less than VONE's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOLCX Northern Large Cap Core Fund | 1.09% | 1.15% | 1.35% | 1.45% | 1.28% | 1.34% | 1.75% | 1.91% | 1.51% | 1.79% | 1.87% | 1.22% |
VONE Vanguard Russell 1000 ETF | 1.15% | 1.20% | 1.40% | 1.59% | 1.16% | 1.45% | 1.66% | 1.96% | 1.69% | 1.89% | 1.89% | 1.68% |
Drawdowns
NOLCX vs. VONE - Drawdown Comparison
The maximum NOLCX drawdown since its inception was -59.04%, which is greater than VONE's maximum drawdown of -34.67%. Use the drawdown chart below to compare losses from any high point for NOLCX and VONE. For additional features, visit the drawdowns tool.
Volatility
NOLCX vs. VONE - Volatility Comparison
Northern Large Cap Core Fund (NOLCX) and Vanguard Russell 1000 ETF (VONE) have volatilities of 3.05% and 3.16%, 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.