VWEHX vs. VOO
Compare and contrast key facts about Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) and Vanguard S&P 500 ETF (VOO).
VWEHX is managed by Vanguard. It was launched on Dec 27, 1978. 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: VWEHX or VOO.
Correlation
The correlation between VWEHX and VOO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VWEHX vs. VOO - Performance Comparison
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Key characteristics
VWEHX:
2.32
VOO:
0.67
VWEHX:
3.75
VOO:
1.19
VWEHX:
1.60
VOO:
1.17
VWEHX:
3.22
VOO:
0.80
VWEHX:
13.10
VOO:
3.05
VWEHX:
0.64%
VOO:
4.88%
VWEHX:
3.47%
VOO:
19.40%
VWEHX:
-30.17%
VOO:
-33.99%
VWEHX:
-0.18%
VOO:
-3.38%
Returns By Period
In the year-to-date period, VWEHX achieves a 2.66% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, VWEHX has underperformed VOO with an annualized return of 4.54%, while VOO has yielded a comparatively higher 12.77% annualized return.
VWEHX
2.66%
2.41%
2.95%
7.97%
5.59%
4.54%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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VWEHX vs. VOO - Expense Ratio Comparison
VWEHX has a 0.23% 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
VWEHX vs. VOO — Risk-Adjusted Performance Rank
VWEHX
VOO
VWEHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) 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
VWEHX vs. VOO - Dividend Comparison
VWEHX's dividend yield for the trailing twelve months is around 6.16%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 6.16% | 6.09% | 5.69% | 5.11% | 4.13% | 4.62% | 5.24% | 5.93% | 5.28% | 5.43% | 5.91% | 5.59% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VWEHX vs. VOO - Drawdown Comparison
The maximum VWEHX drawdown since its inception was -30.17%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWEHX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VWEHX vs. VOO - Volatility Comparison
The current volatility for Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) is 1.18%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. This indicates that VWEHX 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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