WFIVX vs. VOO
Compare and contrast key facts about Wilshire 5000 Index Portfolio (WFIVX) and Vanguard S&P 500 ETF (VOO).
WFIVX is managed by Wilshire Mutual Funds. It was launched on Feb 1, 1999. 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: WFIVX or VOO.
Correlation
The correlation between WFIVX and VOO is 0.99, 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
WFIVX vs. VOO - Performance Comparison
Key characteristics
WFIVX:
1.58
VOO:
2.06
WFIVX:
2.13
VOO:
2.75
WFIVX:
1.29
VOO:
1.38
WFIVX:
1.81
VOO:
3.07
WFIVX:
8.80
VOO:
13.32
WFIVX:
2.34%
VOO:
1.95%
WFIVX:
13.02%
VOO:
12.59%
WFIVX:
-55.43%
VOO:
-33.99%
WFIVX:
-5.78%
VOO:
-2.67%
Returns By Period
In the year-to-date period, WFIVX achieves a 0.70% return, which is significantly higher than VOO's 0.62% return. Over the past 10 years, WFIVX has underperformed VOO with an annualized return of 7.55%, while VOO has yielded a comparatively higher 13.25% annualized return.
WFIVX
0.70%
-5.15%
3.36%
20.83%
8.17%
7.55%
VOO
0.62%
-2.16%
5.77%
26.25%
14.43%
13.25%
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WFIVX vs. VOO - Expense Ratio Comparison
WFIVX has a 0.54% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WFIVX vs. VOO — Risk-Adjusted Performance Rank
WFIVX
VOO
WFIVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilshire 5000 Index Portfolio (WFIVX) 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
WFIVX vs. VOO - Dividend Comparison
WFIVX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIVX Wilshire 5000 Index Portfolio | 0.00% | 0.00% | 1.02% | 1.11% | 0.76% | 1.04% | 1.31% | 1.59% | 1.31% | 2.06% | 1.38% | 1.23% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WFIVX vs. VOO - Drawdown Comparison
The maximum WFIVX drawdown since its inception was -55.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WFIVX and VOO. For additional features, visit the drawdowns tool.
Volatility
WFIVX vs. VOO - Volatility Comparison
Wilshire 5000 Index Portfolio (WFIVX) has a higher volatility of 5.12% compared to Vanguard S&P 500 ETF (VOO) at 4.43%. This indicates that WFIVX'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.