NWN vs. VOO
Compare and contrast key facts about Northwest Natural Holding Company (NWN) 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: NWN or VOO.
Correlation
The correlation between NWN and VOO is 0.38, 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
NWN vs. VOO - Performance Comparison
Key characteristics
NWN:
0.27
VOO:
2.30
NWN:
0.53
VOO:
3.05
NWN:
1.07
VOO:
1.43
NWN:
0.14
VOO:
3.39
NWN:
1.16
VOO:
15.10
NWN:
5.58%
VOO:
1.90%
NWN:
24.45%
VOO:
12.48%
NWN:
-46.27%
VOO:
-33.99%
NWN:
-37.01%
VOO:
-0.76%
Returns By Period
In the year-to-date period, NWN achieves a 7.10% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, NWN has underperformed VOO with an annualized return of 1.22%, while VOO has yielded a comparatively higher 13.23% annualized return.
NWN
7.10%
-9.37%
15.41%
6.50%
-7.56%
1.22%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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Risk-Adjusted Performance
NWN vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northwest Natural Holding Company (NWN) 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
NWN vs. VOO - Dividend Comparison
NWN's dividend yield for the trailing twelve months is around 4.92%, more than VOO's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWN Northwest Natural Holding Company | 4.92% | 4.99% | 4.06% | 3.94% | 4.16% | 2.58% | 3.13% | 3.16% | 3.13% | 3.68% | 3.70% | 4.26% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NWN vs. VOO - Drawdown Comparison
The maximum NWN drawdown since its inception was -46.27%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NWN and VOO. For additional features, visit the drawdowns tool.
Volatility
NWN vs. VOO - Volatility Comparison
Northwest Natural Holding Company (NWN) has a higher volatility of 5.48% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. This indicates that NWN'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.