NOSIX vs. VV
NOSIX (Northern Stock Index Fund) and VV (Vanguard Large-Cap ETF) are both Large Cap Blend Equities funds. Over the past 10 years, NOSIX returned 14.90%/yr vs 15.14%/yr for VV. Their 0.98 correlation means they have historically moved very closely together. NOSIX charges 0.05%/yr vs 0.04%/yr for VV.
Performance
NOSIX vs. VV - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with NOSIX having a 9.34% return and VV slightly higher at 9.78%. Both investments have delivered pretty close results over the past 10 years, with NOSIX having a 14.90% annualized return and VV not far ahead at 15.14%.
NOSIX
- 1D
- 1.65%
- 1M
- -0.56%
- 6M
- 7.78%
- YTD
- 9.34%
- 1Y
- 18.69%
- 3Y*
- 18.98%
- 5Y*
- 12.60%
- 10Y*
- 14.90%
- ALL TIME*
- 9.90%
VV
- 1D
- 0.68%
- 1M
- 0.19%
- 6M
- 8.54%
- YTD
- 9.78%
- 1Y
- 20.98%
- 3Y*
- 19.53%
- 5Y*
- 12.36%
- 10Y*
- 15.14%
- ALL TIME*
- 10.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $85.99M | $75.21M | $96.89M |
NOSIX vs. VV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 9.34% | 17.83% | 24.87% | 26.24% | -18.25% | 28.55% | 18.33% | 31.35% | -4.54% | 21.71% |
VV Vanguard Large-Cap ETF | 9.78% | 18.11% | 25.25% | 27.18% | -19.91% | 27.41% | 21.04% | 31.25% | -4.46% | 22.00% |
Correlation
The correlation between NOSIX and VV is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.98 |
The correlation between NOSIX and VV shifts across timeframes, from 0.88 (1 year) to 0.98 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NOSIX vs. VV — Risk / Return Rank
NOSIX
VV
NOSIX vs. VV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Stock Index Fund (NOSIX) and Vanguard Large-Cap ETF (VV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NOSIX | VV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.07 | -0.02 |
| Martin ratioReturn relative to average drawdown | 8.82 | 8.71 | +0.11 |
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Drawdowns
NOSIX vs. VV - Drawdown Comparison
The maximum NOSIX drawdown since its inception was -55.42%, roughly equal to the maximum VV drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for NOSIX and VV.
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Drawdown Indicators
| NOSIX | VV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.42% | -54.81% | -0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -9.21% | +0.32% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -18.97% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -25.66% | +1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -34.28% | +0.46% |
Current DrawdownCurrent decline from peak | -2.09% | -1.53% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -10.28% | -6.80% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.18% | -0.12% |
Volatility
NOSIX vs. VV - Volatility Comparison
The current volatility for Northern Stock Index Fund (NOSIX) is 3.43%, while Vanguard Large-Cap ETF (VV) has a volatility of 3.64%. This indicates that NOSIX experiences smaller price fluctuations and is considered to be less risky than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NOSIX | VV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 3.64% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 10.18% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 13.01% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.31% | 17.35% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 18.21% | 0.00% |
NOSIX vs. VV - Expense Ratio Comparison
NOSIX has a 0.05% expense ratio, which is higher than VV's 0.04% 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%.
Dividends
NOSIX vs. VV - Dividend Comparison
NOSIX's dividend yield for the trailing twelve months is around 2.73%, more than VV's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 2.73% | 2.94% | 2.59% | 5.02% | 4.72% | 3.22% | 4.00% | 2.41% | 4.82% | 3.13% | 2.76% | 3.36% |
VV Vanguard Large-Cap ETF | 1.02% | 1.08% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% |
Frequently Asked Questions
NOSIX and VV have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VV has higher volatility (3.64%) compared to NOSIX (3.43%). In terms of maximum drawdown, NOSIX dropped -55.42% vs VV's -54.81%.
VV currently has the higher Sharpe Ratio (1.47 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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