VSVNX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard S&P 500 ETF (VOO).
VSVNX is managed by Vanguard. It was launched on Jun 28, 2022. 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: VSVNX or VOO.
Correlation
The correlation between VSVNX and VOO is 0.87, 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
VSVNX vs. VOO - Performance Comparison
Key characteristics
VSVNX:
1.37
VOO:
2.18
VSVNX:
1.87
VOO:
2.90
VSVNX:
1.25
VOO:
1.40
VSVNX:
2.12
VOO:
3.26
VSVNX:
8.09
VOO:
14.21
VSVNX:
1.86%
VOO:
1.94%
VSVNX:
10.93%
VOO:
12.66%
VSVNX:
-15.39%
VOO:
-33.99%
VSVNX:
-4.93%
VOO:
-2.81%
Returns By Period
The year-to-date returns for both stocks are quite close, with VSVNX having a 0.49% return and VOO slightly lower at 0.48%.
VSVNX
0.49%
-4.93%
2.02%
13.79%
N/A
N/A
VOO
0.48%
-2.81%
6.64%
25.77%
14.33%
13.24%
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VSVNX vs. VOO - Expense Ratio Comparison
VSVNX has a 0.08% 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
VSVNX vs. VOO — Risk-Adjusted Performance Rank
VSVNX
VOO
VSVNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2070 Fund (VSVNX) 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
VSVNX vs. VOO - Dividend Comparison
VSVNX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.24%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Target Retirement 2070 Fund | 0.00% | 0.00% | 1.57% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.24% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSVNX vs. VOO - Drawdown Comparison
The maximum VSVNX drawdown since its inception was -15.39%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSVNX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSVNX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2070 Fund (VSVNX) is 4.12%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.44%. This indicates that VSVNX 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.