WMT vs. VOO
Compare and contrast key facts about Walmart Inc. (WMT) and Vanguard S&P 500 ETF (VOO).
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: WMT or VOO.
Correlation
The correlation between WMT and VOO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WMT vs. VOO - Performance Comparison
Key characteristics
WMT:
2.70
VOO:
0.59
WMT:
3.57
VOO:
0.94
WMT:
1.50
VOO:
1.14
WMT:
3.06
VOO:
0.60
WMT:
10.28
VOO:
2.34
WMT:
6.52%
VOO:
4.80%
WMT:
24.86%
VOO:
19.10%
WMT:
-77.24%
VOO:
-33.99%
WMT:
-5.66%
VOO:
-8.16%
Returns By Period
In the year-to-date period, WMT achieves a 9.69% return, which is significantly higher than VOO's -3.92% return. Over the past 10 years, WMT has outperformed VOO with an annualized return of 16.45%, while VOO has yielded a comparatively lower 12.27% annualized return.
WMT
9.69%
17.89%
19.03%
64.88%
21.00%
16.45%
VOO
-3.92%
11.29%
-4.41%
9.97%
15.75%
12.27%
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Risk-Adjusted Performance
WMT vs. VOO — Risk-Adjusted Performance Rank
WMT
VOO
WMT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) 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
WMT vs. VOO - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.87%, less than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 0.87% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.87% | 3.17% | 2.22% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WMT vs. VOO - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WMT and VOO. For additional features, visit the drawdowns tool.
Volatility
WMT vs. VOO - Volatility Comparison
Walmart Inc. (WMT) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.05% and 11.23%, 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.