WFC vs. VOO
Compare and contrast key facts about Wells Fargo & Company (WFC) 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: WFC or VOO.
Correlation
The correlation between WFC and VOO is 0.62, 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.
Performance
WFC vs. VOO - Performance Comparison
Key characteristics
WFC:
1.61
VOO:
2.25
WFC:
2.43
VOO:
2.98
WFC:
1.32
VOO:
1.42
WFC:
2.67
VOO:
3.31
WFC:
7.65
VOO:
14.77
WFC:
6.06%
VOO:
1.90%
WFC:
28.71%
VOO:
12.46%
WFC:
-79.01%
VOO:
-33.99%
WFC:
-9.06%
VOO:
-2.47%
Returns By Period
In the year-to-date period, WFC achieves a 46.69% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, WFC has underperformed VOO with an annualized return of 5.43%, while VOO has yielded a comparatively higher 13.08% annualized return.
WFC
46.69%
-6.00%
22.69%
46.81%
8.37%
5.43%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
WFC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) 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
WFC vs. VOO - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.13%, more than VOO's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Wells Fargo & Company | 2.13% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
WFC vs. VOO - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WFC and VOO. For additional features, visit the drawdowns tool.
Volatility
WFC vs. VOO - Volatility Comparison
Wells Fargo & Company (WFC) has a higher volatility of 6.78% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that WFC'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.