NOSIX vs. VV

The year-to-date returns for both investments are quite close, with NOSIX having a -5.71% return and VV slightly higher at -5.64%. Over the past 10 years, NOSIX has underperformed VV with an annualized return of 10.04%, while VV has yielded a comparatively higher 12.17% annualized return.

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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%.

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.

The current NOSIX Sharpe Ratio is 0.46, which is comparable to the VV Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of NOSIX and VV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NOSIX's dividend yield for the trailing twelve months is around 1.37%, more than VV's 1.34% yield.

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. For additional features, visit the drawdowns tool.

Northern Stock Index Fund (NOSIX) and Vanguard Large-Cap ETF (VV) have volatilities of 14.20% and 14.47%, 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.