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 0.89, 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:
-0.50
VOO:
0.34
VWNDX:
-0.50
VOO:
0.53
VWNDX:
0.91
VOO:
1.07
VWNDX:
-0.43
VOO:
0.42
VWNDX:
-1.14
VOO:
1.60
VWNDX:
7.65%
VOO:
3.13%
VWNDX:
17.34%
VOO:
14.67%
VWNDX:
-65.83%
VOO:
-33.99%
VWNDX:
-20.38%
VOO:
-12.03%
Returns By Period
In the year-to-date period, VWNDX achieves a -4.10% return, which is significantly higher than VOO's -7.97% return. Over the past 10 years, VWNDX has underperformed VOO with an annualized return of 0.90%, while VOO has yielded a comparatively higher 11.99% annualized return.
VWNDX
-4.10%
-4.19%
-13.39%
-8.95%
8.64%
0.90%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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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 2.28%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNDX Vanguard Windsor Fund Investor Shares | 2.28% | 2.19% | 1.90% | 1.71% | 1.55% | 1.87% | 1.93% | 2.41% | 1.58% | 1.99% | 1.88% | 1.35% |
VOO Vanguard S&P 500 ETF | 1.41% | 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 -65.83%, 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 6.52%, while Vanguard S&P 500 ETF (VOO) has a volatility of 7.31%. 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.