WAGOX vs. VIOO
Compare and contrast key facts about Wasatch Global Opportunities Fund (WAGOX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
WAGOX is managed by Wasatch. It was launched on Nov 16, 2008. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 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: WAGOX or VIOO.
Correlation
The correlation between WAGOX and VIOO is 0.76, 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
WAGOX vs. VIOO - Performance Comparison
Key characteristics
WAGOX:
0.18
VIOO:
0.54
WAGOX:
0.36
VIOO:
0.92
WAGOX:
1.05
VIOO:
1.11
WAGOX:
0.09
VIOO:
0.85
WAGOX:
0.56
VIOO:
2.35
WAGOX:
5.72%
VIOO:
4.36%
WAGOX:
17.52%
VIOO:
18.83%
WAGOX:
-51.72%
VIOO:
-44.15%
WAGOX:
-29.79%
VIOO:
-8.17%
Returns By Period
In the year-to-date period, WAGOX achieves a 3.95% return, which is significantly higher than VIOO's 0.69% return. Over the past 10 years, WAGOX has underperformed VIOO with an annualized return of 1.45%, while VIOO has yielded a comparatively higher 8.76% annualized return.
WAGOX
3.95%
-0.67%
-1.54%
4.68%
4.33%
1.45%
VIOO
0.69%
-3.34%
4.04%
11.66%
8.71%
8.76%
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WAGOX vs. VIOO - Expense Ratio Comparison
WAGOX has a 1.50% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Risk-Adjusted Performance
WAGOX vs. VIOO — Risk-Adjusted Performance Rank
WAGOX
VIOO
WAGOX vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Global Opportunities Fund (WAGOX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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
WAGOX vs. VIOO - Dividend Comparison
WAGOX has not paid dividends to shareholders, while VIOO's dividend yield for the trailing twelve months is around 1.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAGOX Wasatch Global Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.30% | 0.30% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.47% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
Drawdowns
WAGOX vs. VIOO - Drawdown Comparison
The maximum WAGOX drawdown since its inception was -51.72%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for WAGOX and VIOO. For additional features, visit the drawdowns tool.
Volatility
WAGOX vs. VIOO - Volatility Comparison
Wasatch Global Opportunities Fund (WAGOX) has a higher volatility of 4.39% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 4.01%. This indicates that WAGOX's price experiences larger fluctuations and is considered to be riskier than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.