VTWIX vs. VOO
Compare and contrast key facts about Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) and Vanguard S&P 500 ETF (VOO).
VTWIX is managed by Vanguard. It was launched on Oct 9, 2008. 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: VTWIX or VOO.
Correlation
The correlation between VTWIX and VOO is 0.95, 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
VTWIX vs. VOO - Performance Comparison
Key characteristics
VTWIX:
0.40
VOO:
0.32
VTWIX:
0.68
VOO:
0.57
VTWIX:
1.10
VOO:
1.08
VTWIX:
0.42
VOO:
0.32
VTWIX:
1.99
VOO:
1.42
VTWIX:
3.44%
VOO:
4.19%
VTWIX:
17.05%
VOO:
18.73%
VTWIX:
-49.82%
VOO:
-33.99%
VTWIX:
-10.07%
VOO:
-13.85%
Returns By Period
In the year-to-date period, VTWIX achieves a -5.09% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, VTWIX has underperformed VOO with an annualized return of 8.17%, while VOO has yielded a comparatively higher 11.64% annualized return.
VTWIX
-5.09%
-5.33%
-6.38%
7.27%
12.53%
8.17%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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VTWIX vs. VOO - Expense Ratio Comparison
VTWIX 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
VTWIX vs. VOO — Risk-Adjusted Performance Rank
VTWIX
VOO
VTWIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) 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
VTWIX vs. VOO - Dividend Comparison
VTWIX's dividend yield for the trailing twelve months is around 2.02%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWIX Vanguard Total World Stock Index Fund Institutional Shares | 2.02% | 1.94% | 2.07% | 2.19% | 1.81% | 1.66% | 2.32% | 2.55% | 2.11% | 2.40% | 2.46% | 2.46% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VTWIX vs. VOO - Drawdown Comparison
The maximum VTWIX drawdown since its inception was -49.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTWIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VTWIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) is 11.90%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that VTWIX 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.