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 0.95, 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
Key characteristics
VWNFX:
0.32
VOO:
2.04
VWNFX:
0.46
VOO:
2.72
VWNFX:
1.09
VOO:
1.38
VWNFX:
0.39
VOO:
3.02
VWNFX:
2.75
VOO:
13.60
VWNFX:
1.82%
VOO:
1.88%
VWNFX:
15.56%
VOO:
12.52%
VWNFX:
-57.57%
VOO:
-33.99%
VWNFX:
-12.93%
VOO:
-3.52%
Returns By Period
In the year-to-date period, VWNFX achieves a 3.70% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, VWNFX has underperformed VOO with an annualized return of 9.38%, while VOO has yielded a comparatively higher 13.02% annualized return.
VWNFX
3.70%
-11.05%
-5.43%
4.33%
10.01%
9.38%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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.
Dividends
VWNFX vs. VOO - Dividend Comparison
VWNFX's dividend yield for the trailing twelve months is around 0.88%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNFX Vanguard Windsor II Fund Investor Shares | 0.88% | 1.64% | 1.61% | 1.18% | 1.30% | 2.12% | 2.61% | 2.00% | 9.46% | 2.41% | 2.33% | 2.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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.
Volatility
VWNFX vs. VOO - Volatility Comparison
Vanguard Windsor II Fund Investor Shares (VWNFX) has a higher volatility of 12.10% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that VWNFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.