WAMCX vs. VOO
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Vanguard S&P 500 ETF (VOO).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. 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.
Performance
WAMCX vs. VOO - Performance Comparison
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WAMCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | -12.13% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 31.60% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, WAMCX achieves a -12.13% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, WAMCX has underperformed VOO with an annualized return of 10.78%, while VOO has yielded a comparatively higher 14.05% annualized return.
WAMCX
- 1D
- -1.81%
- 1M
- -12.55%
- YTD
- -12.13%
- 6M
- -4.24%
- 1Y
- 0.20%
- 3Y*
- 1.01%
- 5Y*
- -7.77%
- 10Y*
- 10.78%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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WAMCX vs. VOO - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
WAMCX vs. VOO — Risk / Return Rank
WAMCX
VOO
WAMCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) 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.
| WAMCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.98 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.50 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.23 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 1.53 | -1.72 |
Martin ratioReturn relative to average drawdown | -0.65 | 7.29 | -7.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAMCX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.98 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | 0.70 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.78 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.83 | -0.47 |
Correlation
The correlation between WAMCX and VOO is 0.79, 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.
Dividends
WAMCX vs. VOO - Dividend Comparison
WAMCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.08% | 2.99% | 1.96% | 7.65% | 11.92% | 11.44% | 9.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
WAMCX vs. VOO - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WAMCX and VOO.
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Drawdown Indicators
| WAMCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -33.99% | -32.52% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -11.98% | -4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -24.52% | -28.66% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -33.99% | -19.19% |
Current DrawdownCurrent decline from peak | -40.96% | -6.29% | -34.67% |
Average DrawdownAverage peak-to-trough decline | -15.05% | -3.72% | -11.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.52% | +2.43% |
Volatility
WAMCX vs. VOO - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 8.06% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that WAMCX'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.
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Volatility by Period
| WAMCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 5.29% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 9.44% | +6.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.65% | 18.10% | +7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.32% | 16.82% | +10.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 17.99% | +7.55% |