NWE vs. VOO
Compare and contrast key facts about NorthWestern Corporation (NWE) and Vanguard S&P 500 ETF (VOO).
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: NWE or VOO.
Correlation
The correlation between NWE and VOO is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NWE vs. VOO - Performance Comparison
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Key characteristics
NWE:
0.48
VOO:
0.60
NWE:
0.71
VOO:
0.96
NWE:
1.09
VOO:
1.14
NWE:
0.34
VOO:
0.62
NWE:
2.00
VOO:
2.35
NWE:
4.35%
VOO:
4.90%
NWE:
20.49%
VOO:
19.45%
NWE:
-39.34%
VOO:
-33.99%
NWE:
-13.66%
VOO:
-4.58%
Returns By Period
In the year-to-date period, NWE achieves a 3.53% return, which is significantly higher than VOO's -0.17% return. Over the past 10 years, NWE has underperformed VOO with an annualized return of 4.55%, while VOO has yielded a comparatively higher 12.60% annualized return.
NWE
3.53%
-6.96%
-0.81%
9.78%
1.17%
3.49%
4.55%
VOO
-0.17%
10.68%
-1.11%
11.53%
15.43%
16.33%
12.60%
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Risk-Adjusted Performance
NWE vs. VOO — Risk-Adjusted Performance Rank
NWE
VOO
NWE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NorthWestern Corporation (NWE) 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.
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Dividends
NWE vs. VOO - Dividend Comparison
NWE's dividend yield for the trailing twelve months is around 4.77%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWE NorthWestern Corporation | 4.77% | 4.86% | 5.03% | 4.25% | 4.34% | 4.12% | 3.21% | 3.70% | 3.52% | 3.52% | 3.54% | 2.83% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NWE vs. VOO - Drawdown Comparison
The maximum NWE drawdown since its inception was -39.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NWE and VOO. For additional features, visit the drawdowns tool.
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Volatility
NWE vs. VOO - Volatility Comparison
NorthWestern Corporation (NWE) has a higher volatility of 5.23% compared to Vanguard S&P 500 ETF (VOO) at 4.67%. This indicates that NWE'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.
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