Correlation
The correlation between WD and VOO is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
WD vs. VOO
Compare and contrast key facts about Walker & Dunlop, Inc. (WD) and Vanguard S&P 500 ETF (VOO).
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: WD or VOO.
Performance
WD vs. VOO - Performance Comparison
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Key characteristics
WD:
-0.69
VOO:
0.70
WD:
-1.02
VOO:
1.05
WD:
0.88
VOO:
1.15
WD:
-0.48
VOO:
0.69
WD:
-1.36
VOO:
2.62
WD:
18.62%
VOO:
4.93%
WD:
33.00%
VOO:
19.55%
WD:
-68.49%
VOO:
-33.99%
WD:
-50.92%
VOO:
-3.45%
Returns By Period
In the year-to-date period, WD achieves a -27.80% return, which is significantly lower than VOO's 1.00% return. Both investments have delivered pretty close results over the past 10 years, with WD having a 12.98% annualized return and VOO not far behind at 12.81%.
WD
-27.80%
-10.15%
-36.67%
-22.69%
-11.77%
14.10%
12.98%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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Risk-Adjusted Performance
WD vs. VOO — Risk-Adjusted Performance Rank
WD
VOO
WD vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walker & Dunlop, Inc. (WD) 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
WD vs. VOO - Dividend Comparison
WD's dividend yield for the trailing twelve months is around 3.83%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WD Walker & Dunlop, Inc. | 3.83% | 2.67% | 2.27% | 3.06% | 1.33% | 1.56% | 1.86% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WD vs. VOO - Drawdown Comparison
The maximum WD drawdown since its inception was -68.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WD and VOO.
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Volatility
WD vs. VOO - Volatility Comparison
Walker & Dunlop, Inc. (WD) has a higher volatility of 11.73% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that WD'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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