NOLCX vs. VYM
Compare and contrast key facts about Northern Large Cap Core Fund (NOLCX) and Vanguard High Dividend Yield ETF (VYM).
NOLCX is managed by Northern Funds. It was launched on Dec 16, 2005. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOLCX or VYM.
Correlation
The correlation between NOLCX and VYM is 0.91, 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. VYM - Performance Comparison
Key characteristics
NOLCX:
1.09
VYM:
1.99
NOLCX:
1.41
VYM:
2.80
NOLCX:
1.22
VYM:
1.36
NOLCX:
1.37
VYM:
3.60
NOLCX:
4.15
VYM:
10.37
NOLCX:
3.92%
VYM:
2.08%
NOLCX:
14.88%
VYM:
10.87%
NOLCX:
-59.04%
VYM:
-56.98%
NOLCX:
-6.25%
VYM:
-0.34%
Returns By Period
In the year-to-date period, NOLCX achieves a 5.08% return, which is significantly lower than VYM's 5.49% return. Over the past 10 years, NOLCX has underperformed VYM with an annualized return of 8.28%, while VYM has yielded a comparatively higher 10.15% annualized return.
NOLCX
5.08%
1.40%
3.10%
16.67%
8.25%
8.28%
VYM
5.49%
1.25%
9.93%
20.93%
11.04%
10.15%
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NOLCX vs. VYM - Expense Ratio Comparison
NOLCX has a 0.45% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
NOLCX vs. VYM — Risk-Adjusted Performance Rank
NOLCX
VYM
NOLCX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Large Cap Core Fund (NOLCX) and Vanguard High Dividend Yield ETF (VYM). 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. VYM - Dividend Comparison
NOLCX's dividend yield for the trailing twelve months is around 1.09%, less than VYM's 2.60% 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% |
VYM Vanguard High Dividend Yield ETF | 2.60% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
NOLCX vs. VYM - Drawdown Comparison
The maximum NOLCX drawdown since its inception was -59.04%, roughly equal to the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for NOLCX and VYM. For additional features, visit the drawdowns tool.
Volatility
NOLCX vs. VYM - Volatility Comparison
Northern Large Cap Core Fund (NOLCX) has a higher volatility of 2.87% compared to Vanguard High Dividend Yield ETF (VYM) at 2.46%. This indicates that NOLCX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.