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.
Key characteristics
| WAINX | VOO | |
|---|---|---|
| YTD Return | 1.29% | 11.78% |
| 1Y Return | 21.55% | 28.27% |
| 3Y Return (Ann) | 6.88% | 10.42% |
| 5Y Return (Ann) | 11.42% | 15.03% |
| 10Y Return (Ann) | 13.16% | 13.05% |
| Sharpe Ratio | 1.65 | 2.56 |
| Daily Std Dev | 12.62% | 11.55% |
| Max Drawdown | -41.34% | -33.99% |
| Current Drawdown | -7.79% | -0.04% |
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
In the year-to-date period, WAINX achieves a 1.29% return, which is significantly lower than VOO's 11.78% return. Both investments have delivered pretty close results over the past 10 years, with WAINX having a 13.16% annualized return and VOO not far behind at 13.05%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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's dividend yield for the trailing twelve months is around 4.18%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 4.18% | 4.24% | 1.16% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% | 0.05% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.32% | 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
The current volatility for Wasatch Emerging India Fund (WAINX) is 2.91%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.37%. This indicates that WAINX 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.