WOMN vs. VOO
Compare and contrast key facts about Impact Shares YWCA Women’s Empowerment ETF (WOMN) and Vanguard S&P 500 ETF (VOO).
WOMN and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WOMN is a passively managed fund by Impact Shares that tracks the performance of the Morningstar Women’s Empowerment Index. It was launched on Aug 24, 2018. 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. Both WOMN and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOMN or VOO.
Key characteristics
| WOMN | VOO | |
|---|---|---|
| YTD Return | 6.87% | 10.48% |
| 1Y Return | 27.47% | 28.69% |
| 3Y Return (Ann) | 8.66% | 9.60% |
| 5Y Return (Ann) | 16.82% | 14.65% |
| Sharpe Ratio | 2.40 | 2.52 |
| Daily Std Dev | 11.59% | 11.57% |
| Max Drawdown | -32.20% | -33.99% |
| Current Drawdown | -1.56% | -0.06% |
Correlation
The correlation between WOMN and VOO is 0.90, 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
WOMN vs. VOO - Performance Comparison
In the year-to-date period, WOMN achieves a 6.87% return, which is significantly lower than VOO's 10.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WOMN vs. VOO - Expense Ratio Comparison
WOMN has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WOMN vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Impact Shares YWCA Women’s Empowerment ETF (WOMN) 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
WOMN vs. VOO - Dividend Comparison
WOMN's dividend yield for the trailing twelve months is around 1.70%, more than VOO's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOMN Impact Shares YWCA Women’s Empowerment ETF | 1.70% | 1.80% | 8.82% | 3.10% | 6.15% | 1.11% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
WOMN vs. VOO - Drawdown Comparison
The maximum WOMN drawdown since its inception was -32.20%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WOMN and VOO. For additional features, visit the drawdowns tool.
Volatility
WOMN vs. VOO - Volatility Comparison
The current volatility for Impact Shares YWCA Women’s Empowerment ETF (WOMN) is 2.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.36%. This indicates that WOMN experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.