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.
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.
Performance
VTWIX vs. VOO - Performance Comparison
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Key characteristics
VTWIX:
0.80
VOO:
0.74
VTWIX:
1.11
VOO:
1.04
VTWIX:
1.16
VOO:
1.15
VTWIX:
0.76
VOO:
0.68
VTWIX:
3.31
VOO:
2.58
VTWIX:
3.77%
VOO:
4.93%
VTWIX:
17.44%
VOO:
19.54%
VTWIX:
-49.82%
VOO:
-33.99%
VTWIX:
-0.42%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VTWIX achieves a 5.43% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, VTWIX has underperformed VOO with an annualized return of 9.25%, while VOO has yielded a comparatively higher 12.81% annualized return.
VTWIX
5.43%
5.71%
2.41%
13.84%
12.01%
13.30%
9.25%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
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Dividends
VTWIX vs. VOO - Dividend Comparison
VTWIX's dividend yield for the trailing twelve months is around 1.82%, more than VOO's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWIX Vanguard Total World Stock Index Fund Institutional Shares | 1.82% | 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 | 1.29% | 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.
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Volatility
VTWIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) is 3.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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