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.
Performance
VTWIX vs. VOO - Performance Comparison
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VTWIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTWIX Vanguard Total World Stock Index Fund Institutional Shares | -1.89% | 22.43% | 16.47% | 21.87% | -18.00% | 18.21% | 16.70% | 26.77% | -9.68% | 24.21% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VTWIX achieves a -1.89% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, VTWIX has underperformed VOO with an annualized return of 11.51%, while VOO has yielded a comparatively higher 14.14% annualized return.
VTWIX
- 1D
- 2.91%
- 1M
- -5.96%
- YTD
- -1.89%
- 6M
- 0.74%
- 1Y
- 20.93%
- 3Y*
- 16.78%
- 5Y*
- 9.19%
- 10Y*
- 11.51%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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%.
Return for Risk
VTWIX vs. VOO — Risk / Return Rank
VTWIX
VOO
VTWIX vs. VOO - Risk-Adjusted Trends 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.
| VTWIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.01 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.53 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.55 | +0.27 |
Martin ratioReturn relative to average drawdown | 8.44 | 7.31 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTWIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.01 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.83 | -0.41 |
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.
Dividends
VTWIX vs. VOO - Dividend Comparison
VTWIX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWIX Vanguard Total World Stock Index Fund Institutional Shares | 1.81% | 1.82% | 1.94% | 2.07% | 2.19% | 1.81% | 1.66% | 2.32% | 2.55% | 2.11% | 2.40% | 2.46% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VTWIX vs. VOO - Drawdown Comparison
The maximum VTWIX drawdown since its inception was -50.16%, 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.
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Drawdown Indicators
| VTWIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.16% | -33.99% | -16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -11.98% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -26.39% | -24.52% | -1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | -33.99% | -0.21% |
Current DrawdownCurrent decline from peak | -7.01% | -5.55% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -7.02% | -3.72% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.55% | -0.02% |
Volatility
VTWIX vs. VOO - Volatility Comparison
Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) has a higher volatility of 6.07% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that VTWIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTWIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 5.34% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 9.47% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 18.11% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 16.82% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 17.99% | -1.26% |