WFSPX vs. VOO

The year-to-date returns for both stocks are quite close, with WFSPX having a 1.91% return and VOO slightly lower at 1.84%. Both investments have delivered pretty close results over the past 10 years, with WFSPX having a 12.79% annualized return and VOO not far ahead at 12.82%.

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Both WFSPX and VOO have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) 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 WFSPX Sharpe Ratio is 0.72, which is comparable to the VOO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of WFSPX 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.

WFSPX's dividend yield for the trailing twelve months is around 1.21%, less than VOO's 1.28% yield.

The maximum WFSPX drawdown since its inception was -89.72%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WFSPX and VOO. For additional features, visit the drawdowns tool.

iShares S&P 500 Index Fund (WFSPX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.47% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.