NOSIX vs. VV
Compare and contrast key facts about Northern Stock Index Fund (NOSIX) and Vanguard Large-Cap ETF (VV).
NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004.
Performance
NOSIX vs. VV - Performance Comparison
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NOSIX vs. VV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | -7.06% | 17.83% | 24.87% | 26.24% | -18.25% | 28.55% | 18.33% | 31.35% | -4.54% | 21.71% |
VV Vanguard Large-Cap ETF | -4.79% | 18.11% | 25.25% | 27.18% | -19.91% | 27.41% | 21.04% | 31.25% | -4.46% | 22.00% |
Returns By Period
In the year-to-date period, NOSIX achieves a -7.06% return, which is significantly lower than VV's -4.79% return. Both investments have delivered pretty close results over the past 10 years, with NOSIX having a 13.65% annualized return and VV not far ahead at 14.04%.
NOSIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.12%
- 5Y*
- 11.31%
- 10Y*
- 13.65%
VV
- 1D
- 2.96%
- 1M
- -4.90%
- YTD
- -4.79%
- 6M
- -2.38%
- 1Y
- 17.59%
- 3Y*
- 18.49%
- 5Y*
- 11.31%
- 10Y*
- 14.04%
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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%.
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.
| NOSIX | VV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.95 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.46 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.51 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.18 | 7.07 | -2.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NOSIX | VV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.95 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.66 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between NOSIX and VV is 0.98, 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.
Dividends
NOSIX vs. VV - Dividend Comparison
NOSIX's dividend yield for the trailing twelve months is around 3.17%, more than VV's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 3.17% | 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 | 1.13% | 1.08% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% |
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 | -12.11% | -12.09% | -0.02% |
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 | -8.89% | -6.52% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -6.88% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.59% | +0.08% |
Volatility
NOSIX vs. VV - Volatility Comparison
The current volatility for Northern Stock Index Fund (NOSIX) is 4.24%, while Vanguard Large-Cap ETF (VV) has a volatility of 5.30%. 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 | 4.24% | 5.30% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 9.58% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 18.60% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 17.24% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 18.18% | -0.01% |