OWSMX vs. VOO
Compare and contrast key facts about Old Westbury Small & Mid Cap Strategies Fund (OWSMX) and Vanguard S&P 500 ETF (VOO).
OWSMX is managed by Old Westbury. It was launched on Apr 4, 2005. 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: OWSMX or VOO.
Correlation
The correlation between OWSMX and VOO is 0.86, 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.
Performance
OWSMX vs. VOO - Performance Comparison
Key characteristics
OWSMX:
0.64
VOO:
1.89
OWSMX:
0.94
VOO:
2.54
OWSMX:
1.12
VOO:
1.35
OWSMX:
0.33
VOO:
2.83
OWSMX:
2.37
VOO:
11.83
OWSMX:
3.40%
VOO:
2.02%
OWSMX:
12.58%
VOO:
12.66%
OWSMX:
-43.30%
VOO:
-33.99%
OWSMX:
-16.91%
VOO:
-0.42%
Returns By Period
In the year-to-date period, OWSMX achieves a 3.69% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, OWSMX has underperformed VOO with an annualized return of 0.38%, while VOO has yielded a comparatively higher 13.26% annualized return.
OWSMX
3.69%
0.12%
1.34%
8.85%
1.69%
0.38%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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OWSMX vs. VOO - Expense Ratio Comparison
OWSMX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OWSMX vs. VOO — Risk-Adjusted Performance Rank
OWSMX
VOO
OWSMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury Small & Mid Cap Strategies Fund (OWSMX) 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
OWSMX vs. VOO - Dividend Comparison
OWSMX's dividend yield for the trailing twelve months is around 0.90%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWSMX Old Westbury Small & Mid Cap Strategies Fund | 0.90% | 0.94% | 0.65% | 0.52% | 0.13% | 0.15% | 0.55% | 0.66% | 0.66% | 0.59% | 0.83% | 0.80% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OWSMX vs. VOO - Drawdown Comparison
The maximum OWSMX drawdown since its inception was -43.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OWSMX and VOO. For additional features, visit the drawdowns tool.
Volatility
OWSMX vs. VOO - Volatility Comparison
The current volatility for Old Westbury Small & Mid Cap Strategies Fund (OWSMX) is 2.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that OWSMX 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.