WAMVX vs. VOO

The year-to-date returns for both stocks are quite close, with WAMVX having a 25.89% return and VOO slightly lower at 25.52%. Over the past 10 years, WAMVX has underperformed VOO with an annualized return of 3.33%, while VOO has yielded a comparatively higher 13.15% annualized return.

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WAMVX has a 1.66% expense ratio, which is higher than VOO's 0.03% expense ratio.

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.

The current WAMVX Sharpe Ratio is 2.02, which is comparable to the VOO Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of WAMVX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAMVX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.

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.

Wasatch Micro Cap Value Fund (WAMVX) has a higher volatility of 7.29% compared to Vanguard S&P 500 ETF (VOO) at 4.10%. 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.