VWNEX vs. SPY
Compare and contrast key facts about Vanguard Windsor Fund Admiral Shares (VWNEX) and SPDR S&P 500 ETF (SPY).
VWNEX is managed by Vanguard. It was launched on Nov 12, 2001. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNEX or SPY.
Correlation
The correlation between VWNEX and SPY is 0.91, 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
VWNEX vs. SPY - Performance Comparison
Key characteristics
VWNEX:
0.04
SPY:
2.21
VWNEX:
0.15
SPY:
2.93
VWNEX:
1.03
SPY:
1.41
VWNEX:
0.04
SPY:
3.26
VWNEX:
0.27
SPY:
14.43
VWNEX:
2.64%
SPY:
1.90%
VWNEX:
16.82%
SPY:
12.41%
VWNEX:
-65.77%
SPY:
-55.19%
VWNEX:
-17.55%
SPY:
-2.74%
Returns By Period
In the year-to-date period, VWNEX achieves a -1.38% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, VWNEX has underperformed SPY with an annualized return of 1.48%, while SPY has yielded a comparatively higher 12.97% annualized return.
VWNEX
-1.38%
-14.41%
-5.43%
-0.75%
1.26%
1.48%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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VWNEX vs. SPY - Expense Ratio Comparison
VWNEX has a 0.20% expense ratio, which is higher than SPY's 0.09% 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
VWNEX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Admiral Shares (VWNEX) and SPDR S&P 500 ETF (SPY). 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
VWNEX vs. SPY - Dividend Comparison
VWNEX's dividend yield for the trailing twelve months is around 1.17%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNEX Vanguard Windsor Fund Admiral Shares | 1.17% | 2.00% | 1.83% | 1.66% | 1.96% | 2.03% | 2.54% | 1.67% | 2.09% | 1.99% | 1.47% | 1.07% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
VWNEX vs. SPY - Drawdown Comparison
The maximum VWNEX drawdown since its inception was -65.77%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VWNEX and SPY. For additional features, visit the drawdowns tool.
Volatility
VWNEX vs. SPY - Volatility Comparison
Vanguard Windsor Fund Admiral Shares (VWNEX) has a higher volatility of 13.78% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that VWNEX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.