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:
0.57
VOO:
0.52
VTWIX:
0.94
VOO:
0.89
VTWIX:
1.14
VOO:
1.13
VTWIX:
0.63
VOO:
0.57
VTWIX:
2.73
VOO:
2.18
VTWIX:
3.77%
VOO:
4.85%
VTWIX:
17.23%
VOO:
19.11%
VTWIX:
-49.82%
VOO:
-33.99%
VTWIX:
-3.85%
VOO:
-7.67%
Returns By Period
In the year-to-date period, VTWIX achieves a 1.47% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, VTWIX has underperformed VOO with an annualized return of 8.85%, while VOO has yielded a comparatively higher 12.42% annualized return.
VTWIX
1.47%
6.42%
-1.09%
9.77%
13.46%
8.85%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.89%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWIX Vanguard Total World Stock Index Fund Institutional Shares | 1.89% | 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 | 1.34% | 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 5.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. 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.