WMICX vs. VOOG

In the year-to-date period, WMICX achieves a -12.70% return, which is significantly lower than VOOG's -3.75% return. Over the past 10 years, WMICX has underperformed VOOG with an annualized return of -0.90%, while VOOG has yielded a comparatively higher 14.46% annualized return.

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WMICX has a 1.63% expense ratio, which is higher than VOOG's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) and Vanguard S&P 500 Growth ETF (VOOG). 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 WMICX Sharpe Ratio is -0.10, which is lower than the VOOG Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of WMICX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMICX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.51%.

The maximum WMICX drawdown since its inception was -72.45%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for WMICX and VOOG. For additional features, visit the drawdowns tool.

Wasatch Micro Cap Fund (WMICX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 5.66% and 5.65%, 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.