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:
-0.22
VOO:
2.25
WAINX:
-0.12
VOO:
2.98
WAINX:
0.98
VOO:
1.42
WAINX:
-0.21
VOO:
3.31
WAINX:
-0.98
VOO:
14.77
WAINX:
4.92%
VOO:
1.90%
WAINX:
22.27%
VOO:
12.46%
WAINX:
-41.34%
VOO:
-33.99%
WAINX:
-23.50%
VOO:
-2.47%
Returns By Period
In the year-to-date period, WAINX achieves a -7.88% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, WAINX has underperformed VOO with an annualized return of 7.18%, while VOO has yielded a comparatively higher 13.08% annualized return.
WAINX
-7.88%
-15.11%
-14.35%
-6.68%
5.06%
7.18%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.07% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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) has a higher volatility of 18.94% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that WAINX'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.