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:
0.28
SPY:
2.12
VWNEX:
0.42
SPY:
2.81
VWNEX:
1.08
SPY:
1.39
VWNEX:
0.25
SPY:
3.21
VWNEX:
0.96
SPY:
13.42
VWNEX:
4.80%
SPY:
2.01%
VWNEX:
16.30%
SPY:
12.78%
VWNEX:
-65.77%
SPY:
-55.19%
VWNEX:
-13.32%
SPY:
-0.29%
Returns By Period
In the year-to-date period, VWNEX achieves a 4.11% return, which is significantly higher than SPY's 3.73% return. Over the past 10 years, VWNEX has underperformed SPY with an annualized return of 2.28%, while SPY has yielded a comparatively higher 13.60% annualized return.
VWNEX
4.11%
3.00%
-4.32%
4.00%
2.29%
2.28%
SPY
3.73%
1.11%
12.39%
26.17%
14.85%
13.60%
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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 Rank
VWNEX
SPY
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 2.21%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNEX Vanguard Windsor Fund Admiral Shares | 2.21% | 2.30% | 2.00% | 1.83% | 1.66% | 1.96% | 2.03% | 2.54% | 1.67% | 2.09% | 1.99% | 1.47% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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
The current volatility for Vanguard Windsor Fund Admiral Shares (VWNEX) is 3.19%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.00%. This indicates that VWNEX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.