WGROX vs. VOO
Compare and contrast key facts about Wasatch Core Growth Fund (WGROX) and Vanguard S&P 500 ETF (VOO).
WGROX is managed by Wasatch. It was launched on Dec 8, 1986. 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: WGROX or VOO.
Correlation
The correlation between WGROX and VOO is 0.84, 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
WGROX vs. VOO - Performance Comparison
Key characteristics
WGROX:
0.07
VOO:
0.54
WGROX:
0.27
VOO:
0.88
WGROX:
1.03
VOO:
1.13
WGROX:
0.06
VOO:
0.55
WGROX:
0.19
VOO:
2.27
WGROX:
8.40%
VOO:
4.55%
WGROX:
23.48%
VOO:
19.19%
WGROX:
-61.61%
VOO:
-33.99%
WGROX:
-20.10%
VOO:
-9.90%
Returns By Period
In the year-to-date period, WGROX achieves a -11.72% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, WGROX has underperformed VOO with an annualized return of 10.33%, while VOO has yielded a comparatively higher 12.24% annualized return.
WGROX
-11.72%
-2.23%
-11.16%
2.85%
12.09%
10.33%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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WGROX vs. VOO - Expense Ratio Comparison
WGROX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WGROX vs. VOO — Risk-Adjusted Performance Rank
WGROX
VOO
WGROX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) 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
WGROX vs. VOO - Dividend Comparison
WGROX's dividend yield for the trailing twelve months is around 10.44%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGROX Wasatch Core Growth Fund | 10.44% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% | 2.51% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WGROX vs. VOO - Drawdown Comparison
The maximum WGROX drawdown since its inception was -61.61%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WGROX and VOO. For additional features, visit the drawdowns tool.
Volatility
WGROX vs. VOO - Volatility Comparison
Wasatch Core Growth Fund (WGROX) has a higher volatility of 15.30% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that WGROX'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.