VWNAX vs. VOO
Compare and contrast key facts about Vanguard Windsor II Fund Admiral Shares (VWNAX) and Vanguard S&P 500 ETF (VOO).
VWNAX is managed by Vanguard. It was launched on May 14, 2001. 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: VWNAX or VOO.
Correlation
The correlation between VWNAX and VOO is 0.96, 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
VWNAX vs. VOO - Performance Comparison
Key characteristics
VWNAX:
0.42
VOO:
2.25
VWNAX:
0.57
VOO:
2.98
VWNAX:
1.12
VOO:
1.42
VWNAX:
0.50
VOO:
3.31
VWNAX:
3.05
VOO:
14.77
VWNAX:
2.15%
VOO:
1.90%
VWNAX:
15.55%
VOO:
12.46%
VWNAX:
-57.51%
VOO:
-33.99%
VWNAX:
-12.35%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VWNAX achieves a 4.46% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VWNAX has underperformed VOO with an annualized return of 9.33%, while VOO has yielded a comparatively higher 13.08% annualized return.
VWNAX
4.46%
-10.94%
-4.99%
4.95%
10.20%
9.33%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWNAX vs. VOO - Expense Ratio Comparison
VWNAX has a 0.26% 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
VWNAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Admiral Shares (VWNAX) 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
VWNAX vs. VOO - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 0.92%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 0.92% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VWNAX vs. VOO - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -57.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWNAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VWNAX vs. VOO - Volatility Comparison
Vanguard Windsor II Fund Admiral Shares (VWNAX) has a higher volatility of 12.22% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that VWNAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.