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:
0.56
VOO:
0.34
NOSIX:
0.82
VOO:
0.53
NOSIX:
1.11
VOO:
1.07
NOSIX:
0.76
VOO:
0.42
NOSIX:
2.41
VOO:
1.60
NOSIX:
3.23%
VOO:
3.13%
NOSIX:
14.01%
VOO:
14.67%
NOSIX:
-55.42%
VOO:
-33.99%
NOSIX:
-8.03%
VOO:
-12.03%
Returns By Period
In the year-to-date period, NOSIX achieves a -3.57% return, which is significantly higher than VOO's -7.97% return. Over the past 10 years, NOSIX has underperformed VOO with an annualized return of 10.38%, while VOO has yielded a comparatively higher 11.99% annualized return.
NOSIX
-3.57%
-3.23%
-1.66%
8.56%
16.74%
10.38%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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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 1.04%, less than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 1.04% | 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 | 1.41% | 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
The current volatility for Northern Stock Index Fund (NOSIX) is 5.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 7.31%. This indicates that NOSIX 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.