WAMVX vs. VOO
Compare and contrast key facts about Wasatch Micro Cap Value Fund (WAMVX) and Vanguard S&P 500 ETF (VOO).
WAMVX is managed by Wasatch. It was launched on Jul 28, 2003. 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: WAMVX or VOO.
Correlation
The correlation between WAMVX 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.
Performance
WAMVX vs. VOO - Performance Comparison
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Key characteristics
WAMVX:
0.50
VOO:
0.58
WAMVX:
0.86
VOO:
0.96
WAMVX:
1.10
VOO:
1.14
WAMVX:
0.29
VOO:
0.62
WAMVX:
1.32
VOO:
2.36
WAMVX:
8.43%
VOO:
4.90%
WAMVX:
22.58%
VOO:
19.45%
WAMVX:
-66.97%
VOO:
-33.99%
WAMVX:
-27.67%
VOO:
-4.62%
Returns By Period
In the year-to-date period, WAMVX achieves a -4.31% return, which is significantly lower than VOO's -0.22% return. Over the past 10 years, WAMVX has underperformed VOO with an annualized return of 2.82%, while VOO has yielded a comparatively higher 12.59% annualized return.
WAMVX
-4.31%
13.31%
-5.66%
11.11%
9.46%
5.92%
2.82%
VOO
-0.22%
13.42%
-0.65%
11.15%
16.14%
16.32%
12.59%
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WAMVX vs. VOO - Expense Ratio Comparison
WAMVX has a 1.66% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WAMVX vs. VOO — Risk-Adjusted Performance Rank
WAMVX
VOO
WAMVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Value Fund (WAMVX) 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.
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Dividends
WAMVX vs. VOO - Dividend Comparison
WAMVX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.30%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMVX Wasatch Micro Cap Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 22.38% | 13.06% | 9.03% | 13.59% | 7.98% | 1.67% | 12.13% | 15.73% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WAMVX vs. VOO - Drawdown Comparison
The maximum WAMVX drawdown since its inception was -66.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WAMVX and VOO. For additional features, visit the drawdowns tool.
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Volatility
WAMVX vs. VOO - Volatility Comparison
Wasatch Micro Cap Value Fund (WAMVX) has a higher volatility of 5.42% compared to Vanguard S&P 500 ETF (VOO) at 4.80%. This indicates that WAMVX'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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