Correlation
The correlation between WHGIX and VGSTX is 0.85, 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.
WHGIX vs. VGSTX
Compare and contrast key facts about Westwood Income Opportunity Fund (WHGIX) and Vanguard STAR Fund (VGSTX).
WHGIX is managed by Westwood. It was launched on Dec 18, 2005. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHGIX or VGSTX.
Performance
WHGIX vs. VGSTX - Performance Comparison
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Key characteristics
WHGIX:
0.83
VGSTX:
0.73
WHGIX:
1.11
VGSTX:
1.00
WHGIX:
1.16
VGSTX:
1.14
WHGIX:
0.70
VGSTX:
0.67
WHGIX:
2.51
VGSTX:
2.76
WHGIX:
2.73%
VGSTX:
2.85%
WHGIX:
8.72%
VGSTX:
11.98%
WHGIX:
-24.14%
VGSTX:
-38.62%
WHGIX:
-3.38%
VGSTX:
-0.77%
Returns By Period
In the year-to-date period, WHGIX achieves a 0.33% return, which is significantly lower than VGSTX's 3.71% return. Over the past 10 years, WHGIX has underperformed VGSTX with an annualized return of 4.91%, while VGSTX has yielded a comparatively higher 7.35% annualized return.
WHGIX
0.33%
2.06%
-2.88%
6.56%
4.80%
5.40%
4.91%
VGSTX
3.71%
3.67%
0.70%
8.17%
7.75%
7.97%
7.35%
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WHGIX vs. VGSTX - Expense Ratio Comparison
WHGIX has a 0.81% expense ratio, which is higher than VGSTX's 0.31% expense ratio.
Risk-Adjusted Performance
WHGIX vs. VGSTX — Risk-Adjusted Performance Rank
WHGIX
VGSTX
WHGIX vs. VGSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Income Opportunity Fund (WHGIX) and Vanguard STAR Fund (VGSTX). 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
WHGIX vs. VGSTX - Dividend Comparison
WHGIX's dividend yield for the trailing twelve months is around 4.35%, less than VGSTX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGIX Westwood Income Opportunity Fund | 4.35% | 4.33% | 3.49% | 3.03% | 10.97% | 7.83% | 29.20% | 6.78% | 3.45% | 1.93% | 1.58% | 2.68% |
VGSTX Vanguard STAR Fund | 6.32% | 6.55% | 5.34% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% |
Drawdowns
WHGIX vs. VGSTX - Drawdown Comparison
The maximum WHGIX drawdown since its inception was -24.14%, smaller than the maximum VGSTX drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for WHGIX and VGSTX.
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Volatility
WHGIX vs. VGSTX - Volatility Comparison
The current volatility for Westwood Income Opportunity Fund (WHGIX) is 2.38%, while Vanguard STAR Fund (VGSTX) has a volatility of 2.83%. This indicates that WHGIX experiences smaller price fluctuations and is considered to be less risky than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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