VWNFX vs. VOO
Compare and contrast key facts about Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard S&P 500 ETF (VOO).
VWNFX is managed by Vanguard. It was launched on Jun 24, 1985. 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: VWNFX or VOO.
Correlation
The correlation between VWNFX and VOO is 0.96, 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
VWNFX vs. VOO - Performance Comparison
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Key characteristics
VWNFX:
0.37
VOO:
0.72
VWNFX:
0.63
VOO:
1.12
VWNFX:
1.10
VOO:
1.16
VWNFX:
0.39
VOO:
0.74
VWNFX:
1.57
VOO:
2.83
VWNFX:
3.99%
VOO:
4.88%
VWNFX:
17.16%
VOO:
19.41%
VWNFX:
-57.57%
VOO:
-33.99%
VWNFX:
-2.00%
VOO:
-2.65%
Returns By Period
In the year-to-date period, VWNFX achieves a 2.96% return, which is significantly higher than VOO's 1.84% return. Over the past 10 years, VWNFX has underperformed VOO with an annualized return of 10.37%, while VOO has yielded a comparatively higher 12.82% annualized return.
VWNFX
2.96%
10.57%
0.60%
6.35%
12.54%
16.08%
10.37%
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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VWNFX vs. VOO - Expense Ratio Comparison
VWNFX has a 0.34% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VWNFX vs. VOO — Risk-Adjusted Performance Rank
VWNFX
VOO
VWNFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Investor Shares (VWNFX) 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.
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Dividends
VWNFX vs. VOO - Dividend Comparison
VWNFX's dividend yield for the trailing twelve months is around 1.63%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNFX Vanguard Windsor II Fund Investor Shares | 1.63% | 1.68% | 1.64% | 1.61% | 1.18% | 1.30% | 2.12% | 2.61% | 2.00% | 9.46% | 2.41% | 2.33% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VWNFX vs. VOO - Drawdown Comparison
The maximum VWNFX drawdown since its inception was -57.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWNFX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VWNFX vs. VOO - Volatility Comparison
The current volatility for Vanguard Windsor II Fund Investor Shares (VWNFX) is 4.81%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.49%. This indicates that VWNFX 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.
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