VFWPX vs. VOO
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and Vanguard S&P 500 ETF (VOO).
VFWPX is managed by Vanguard. It was launched on Dec 16, 2010. 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: VFWPX or VOO.
Correlation
The correlation between VFWPX 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
VFWPX vs. VOO - Performance Comparison
Key characteristics
VFWPX:
0.53
VOO:
2.25
VFWPX:
0.81
VOO:
2.98
VFWPX:
1.10
VOO:
1.42
VFWPX:
0.65
VOO:
3.31
VFWPX:
2.14
VOO:
14.77
VFWPX:
3.06%
VOO:
1.90%
VFWPX:
12.31%
VOO:
12.46%
VFWPX:
-34.85%
VOO:
-33.99%
VFWPX:
-9.99%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VFWPX achieves a 3.52% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VFWPX has underperformed VOO with an annualized return of 4.87%, while VOO has yielded a comparatively higher 13.08% annualized return.
VFWPX
3.52%
-3.08%
-1.62%
5.03%
4.12%
4.87%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VFWPX vs. VOO - Expense Ratio Comparison
VFWPX has a 0.06% 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
VFWPX 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 Institutional Plus Shares (VFWPX) 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
VFWPX vs. VOO - Dividend Comparison
VFWPX's dividend yield for the trailing twelve months is around 1.62%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWPX Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | 1.62% | 3.33% | 3.12% | 3.08% | 2.01% | 3.12% | 3.30% | 2.70% | 3.00% | 2.99% | 3.57% | 2.72% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VFWPX vs. VOO - Drawdown Comparison
The maximum VFWPX drawdown since its inception was -34.85%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFWPX and VOO. For additional features, visit the drawdowns tool.
Volatility
VFWPX vs. VOO - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) is 3.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that VFWPX 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.