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.
Performance
VWELX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, VWELX achieves a 14.70% return, which is significantly lower than VOO's 25.02% return. Over the past 10 years, VWELX has underperformed VOO with an annualized return of 8.42%, while VOO has yielded a comparatively higher 13.11% annualized return.
VWELX
14.70%
-0.06%
7.17%
20.39%
8.69%
8.42%
VOO
25.02%
0.63%
11.74%
32.35%
15.50%
13.11%
Key characteristics
| VWELX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.47 | 2.67 |
| Sortino Ratio | 3.41 | 3.56 |
| Omega Ratio | 1.46 | 1.50 |
| Calmar Ratio | 2.95 | 3.85 |
| Martin Ratio | 16.89 | 17.51 |
| Ulcer Index | 1.22% | 1.86% |
| Daily Std Dev | 8.35% | 12.23% |
| Max Drawdown | -36.12% | -33.99% |
| Current Drawdown | -1.48% | -1.76% |
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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%.
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.
Risk-Adjusted Performance
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 5.43%, more than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 5.43% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VWELX vs. VOO - Drawdown Comparison
The maximum VWELX drawdown since its inception was -36.12%, 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 2.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.09%. 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.