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 0.95, 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
VWNAX vs. VOO - Performance Comparison
Key characteristics
VWNAX:
-0.73
VOO:
-0.07
VWNAX:
-0.79
VOO:
0.01
VWNAX:
0.86
VOO:
1.00
VWNAX:
-0.61
VOO:
-0.07
VWNAX:
-2.13
VOO:
-0.36
VWNAX:
6.00%
VOO:
3.31%
VWNAX:
17.35%
VOO:
15.79%
VWNAX:
-61.71%
VOO:
-33.99%
VWNAX:
-20.85%
VOO:
-17.13%
Returns By Period
In the year-to-date period, VWNAX achieves a -10.12% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, VWNAX has underperformed VOO with an annualized return of 2.51%, while VOO has yielded a comparatively higher 11.35% annualized return.
VWNAX
-10.12%
-11.71%
-18.22%
-11.87%
10.35%
2.51%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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 Rank
VWNAX
VOO
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 1.96%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.96% | 1.76% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VWNAX vs. VOO - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -61.71%, 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
The current volatility for Vanguard Windsor II Fund Admiral Shares (VWNAX) is 8.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that VWNAX 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.