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
Key characteristics
NWE:
1.02
VOO:
0.74
NWE:
1.45
VOO:
1.14
NWE:
1.19
VOO:
1.17
NWE:
0.79
VOO:
0.76
NWE:
4.95
VOO:
2.98
NWE:
4.13%
VOO:
4.75%
NWE:
20.11%
VOO:
19.14%
NWE:
-39.34%
VOO:
-33.99%
NWE:
-7.98%
VOO:
-7.79%
Returns By Period
In the year-to-date period, NWE achieves a 10.34% return, which is significantly higher than VOO's -3.53% return. Over the past 10 years, NWE has underperformed VOO with an annualized return of 5.47%, while VOO has yielded a comparatively higher 12.33% annualized return.
NWE
10.34%
3.48%
13.62%
19.66%
6.22%
5.47%
VOO
-3.53%
11.27%
-0.45%
11.69%
16.51%
12.33%
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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.
Dividends
NWE vs. VOO - Dividend Comparison
NWE's dividend yield for the trailing twelve months is around 4.48%, more than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWE NorthWestern Corporation | 4.48% | 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 | 1.35% | 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.
Volatility
NWE vs. VOO - Volatility Comparison
The current volatility for NorthWestern Corporation (NWE) is 6.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 12.94%. This indicates that NWE 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.
User Portfolios with NWE or VOO
Recent discussions
Basis of calculations: historical or modelled?
Hi,
I am new to Portfolioslab. I cannot find any statement describing whether returns and heat maps of users' and lazy's portfolios are based on actual historical data, or are simply modelled on the basis of current portfolio composition.
I would greatly appreciate a clarification.
Thanks
Luca
Drawdowns and Data
Hi what data sources do you guys use for different ETF, and Mutual Data? Also are drawdowns calculated daily or monthly?
Thank You
Bee Zee
How often do you rebase the trends portfolio?
Hedge Cat