VWELX vs. VOO
Compare and contrast key facts about Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard S&P 500 ETF (VOO).
VWELX is managed by Vanguard. It was launched on Jul 1, 1929. 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: VWELX or VOO.
Correlation
The correlation between VWELX 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
VWELX vs. VOO - Performance Comparison
Key characteristics
VWELX:
0.05
VOO:
0.57
VWELX:
0.16
VOO:
0.92
VWELX:
1.03
VOO:
1.13
VWELX:
0.04
VOO:
0.58
VWELX:
0.12
VOO:
2.42
VWELX:
6.19%
VOO:
4.51%
VWELX:
15.19%
VOO:
19.17%
VWELX:
-38.77%
VOO:
-33.99%
VWELX:
-12.50%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VWELX achieves a -2.56% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VWELX has underperformed VOO with an annualized return of 3.20%, while VOO has yielded a comparatively higher 12.02% annualized return.
VWELX
-2.56%
-2.51%
-9.36%
0.08%
3.85%
3.20%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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VWELX vs. VOO - Expense Ratio Comparison
VWELX has a 0.24% 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
VWELX vs. VOO — Risk-Adjusted Performance Rank
VWELX
VOO
VWELX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) 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
VWELX vs. VOO - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 2.38%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 2.38% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VWELX vs. VOO - Drawdown Comparison
The maximum VWELX drawdown since its inception was -38.77%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWELX and VOO. For additional features, visit the drawdowns tool.
Volatility
VWELX vs. VOO - Volatility Comparison
The current volatility for Vanguard Wellington Fund Investor Shares (VWELX) is 8.95%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that VWELX 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.