NOSIX vs. VOO
Compare and contrast key facts about Northern Stock Index Fund (NOSIX) and Vanguard S&P 500 ETF (VOO).
NOSIX is managed by Northern Funds. It was launched on Oct 7, 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: NOSIX or VOO.
Correlation
The correlation between NOSIX and VOO is 0.99, 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
NOSIX vs. VOO - Performance Comparison
Key characteristics
NOSIX:
0.49
VOO:
0.57
NOSIX:
0.81
VOO:
0.92
NOSIX:
1.12
VOO:
1.13
NOSIX:
0.50
VOO:
0.59
NOSIX:
1.96
VOO:
2.33
NOSIX:
4.84%
VOO:
4.70%
NOSIX:
19.39%
VOO:
19.10%
NOSIX:
-55.42%
VOO:
-33.99%
NOSIX:
-8.76%
VOO:
-8.61%
Returns By Period
The year-to-date returns for both stocks are quite close, with NOSIX having a -4.35% return and VOO slightly lower at -4.39%. Over the past 10 years, NOSIX has underperformed VOO with an annualized return of 10.03%, while VOO has yielded a comparatively higher 12.23% annualized return.
NOSIX
-4.35%
-0.44%
-2.45%
11.64%
13.53%
10.03%
VOO
-4.39%
-0.47%
-1.13%
13.11%
16.41%
12.23%
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NOSIX vs. VOO - Expense Ratio Comparison
NOSIX has a 0.05% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NOSIX vs. VOO — Risk-Adjusted Performance Rank
NOSIX
VOO
NOSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Stock Index Fund (NOSIX) 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
NOSIX vs. VOO - Dividend Comparison
NOSIX's dividend yield for the trailing twelve months is around 1.35%, which matches VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 1.35% | 1.27% | 1.56% | 1.68% | 1.15% | 1.53% | 1.70% | 2.09% | 1.73% | 2.06% | 1.99% | 1.77% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NOSIX vs. VOO - Drawdown Comparison
The maximum NOSIX drawdown since its inception was -55.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NOSIX and VOO. For additional features, visit the drawdowns tool.
Volatility
NOSIX vs. VOO - Volatility Comparison
Northern Stock Index Fund (NOSIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.07% and 13.84%, 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.