WAINX vs. VOO
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Vanguard S&P 500 ETF (VOO).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. 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: WAINX or VOO.
Correlation
The correlation between WAINX and VOO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WAINX vs. VOO - Performance Comparison
Key characteristics
WAINX:
-0.34
VOO:
0.52
WAINX:
-0.34
VOO:
0.89
WAINX:
0.94
VOO:
1.13
WAINX:
-0.31
VOO:
0.57
WAINX:
-0.59
VOO:
2.18
WAINX:
16.44%
VOO:
4.85%
WAINX:
24.42%
VOO:
19.11%
WAINX:
-41.34%
VOO:
-33.99%
WAINX:
-25.23%
VOO:
-7.67%
Returns By Period
In the year-to-date period, WAINX achieves a -1.58% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, WAINX has underperformed VOO with an annualized return of 6.64%, while VOO has yielded a comparatively higher 12.42% annualized return.
WAINX
-1.58%
2.19%
-18.84%
-8.20%
10.85%
6.64%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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WAINX vs. VOO - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WAINX vs. VOO — Risk-Adjusted Performance Rank
WAINX
VOO
WAINX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) 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
WAINX vs. VOO - Dividend Comparison
WAINX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WAINX vs. VOO - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WAINX and VOO. For additional features, visit the drawdowns tool.
Volatility
WAINX vs. VOO - Volatility Comparison
Wasatch Emerging India Fund (WAINX) and Vanguard S&P 500 ETF (VOO) have volatilities of 6.58% and 6.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.