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:
1.94
VOO:
2.25
NOSIX:
2.60
VOO:
2.98
NOSIX:
1.36
VOO:
1.42
NOSIX:
2.89
VOO:
3.31
NOSIX:
12.57
VOO:
14.77
NOSIX:
1.95%
VOO:
1.90%
NOSIX:
12.61%
VOO:
12.46%
NOSIX:
-55.43%
VOO:
-33.99%
NOSIX:
-5.15%
VOO:
-2.47%
Returns By Period
In the year-to-date period, NOSIX achieves a 22.50% return, which is significantly lower than VOO's 26.02% return. Both investments have delivered pretty close results over the past 10 years, with NOSIX having a 12.67% annualized return and VOO not far ahead at 13.08%.
NOSIX
22.50%
-2.38%
6.24%
23.13%
14.07%
12.67%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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 0.91%, which matches VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 0.91% | 1.56% | 1.68% | 1.15% | 1.53% | 1.70% | 2.09% | 1.73% | 2.06% | 1.99% | 1.77% | 1.74% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NOSIX vs. VOO - Drawdown Comparison
The maximum NOSIX drawdown since its inception was -55.43%, 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) has a higher volatility of 3.99% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that NOSIX'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.