VWNDX vs. VOO
Compare and contrast key facts about Vanguard Windsor Fund Investor Shares (VWNDX) and Vanguard S&P 500 ETF (VOO).
VWNDX is managed by Vanguard. It was launched on Oct 23, 1958. 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: VWNDX or VOO.
Correlation
The correlation between VWNDX and VOO is 0.90, 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
VWNDX vs. VOO - Performance Comparison
Key characteristics
VWNDX:
0.18
VOO:
0.57
VWNDX:
0.37
VOO:
0.92
VWNDX:
1.05
VOO:
1.13
VWNDX:
0.17
VOO:
0.58
VWNDX:
0.65
VOO:
2.42
VWNDX:
4.63%
VOO:
4.51%
VWNDX:
17.02%
VOO:
19.17%
VWNDX:
-61.53%
VOO:
-33.99%
VWNDX:
-10.53%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VWNDX achieves a -4.20% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VWNDX has underperformed VOO with an annualized return of 8.66%, while VOO has yielded a comparatively higher 12.02% annualized return.
VWNDX
-4.20%
-5.51%
-6.24%
2.03%
15.87%
8.66%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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VWNDX vs. VOO - Expense Ratio Comparison
VWNDX has a 0.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VWNDX vs. VOO — Risk-Adjusted Performance Rank
VWNDX
VOO
VWNDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Investor Shares (VWNDX) 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
VWNDX vs. VOO - Dividend Comparison
VWNDX's dividend yield for the trailing twelve months is around 13.03%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNDX Vanguard Windsor Fund Investor Shares | 13.03% | 12.48% | 8.24% | 15.38% | 11.46% | 8.37% | 10.26% | 13.16% | 4.33% | 4.88% | 8.44% | 5.79% |
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
VWNDX vs. VOO - Drawdown Comparison
The maximum VWNDX drawdown since its inception was -61.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWNDX and VOO. For additional features, visit the drawdowns tool.
Volatility
VWNDX vs. VOO - Volatility Comparison
The current volatility for Vanguard Windsor Fund Investor Shares (VWNDX) is 12.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that VWNDX 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.