VFWAX vs. VOO
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and Vanguard S&P 500 ETF (VOO).
VFWAX is managed by Vanguard. It was launched on Sep 27, 2011. 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: VFWAX or VOO.
Correlation
The correlation between VFWAX and VOO is 0.81, 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
VFWAX vs. VOO - Performance Comparison
Key characteristics
VFWAX:
0.66
VOO:
2.04
VFWAX:
0.98
VOO:
2.72
VFWAX:
1.12
VOO:
1.38
VFWAX:
0.88
VOO:
3.02
VFWAX:
2.74
VOO:
13.60
VFWAX:
2.95%
VOO:
1.88%
VFWAX:
12.28%
VOO:
12.52%
VFWAX:
-34.93%
VOO:
-33.99%
VFWAX:
-8.30%
VOO:
-3.52%
Returns By Period
In the year-to-date period, VFWAX achieves a 5.43% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, VFWAX has underperformed VOO with an annualized return of 5.06%, while VOO has yielded a comparatively higher 13.02% annualized return.
VFWAX
5.43%
-1.47%
-0.35%
7.24%
4.49%
5.06%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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VFWAX vs. VOO - Expense Ratio Comparison
VFWAX has a 0.11% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VFWAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) 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
VFWAX vs. VOO - Dividend Comparison
VFWAX's dividend yield for the trailing twelve months is around 1.55%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWAX Vanguard FTSE All-World ex-US Index Fund Admiral Shares | 1.55% | 3.28% | 3.07% | 3.03% | 1.97% | 3.08% | 3.24% | 2.67% | 2.96% | 2.95% | 3.53% | 2.68% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VFWAX vs. VOO - Drawdown Comparison
The maximum VFWAX drawdown since its inception was -34.93%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFWAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VFWAX vs. VOO - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) is 3.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.58%. This indicates that VFWAX 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.