WSHFX vs. VIG
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Vanguard Dividend Appreciation ETF (VIG).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
WSHFX vs. VIG - Performance Comparison
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WSHFX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -3.20% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly lower than VIG's -1.48% return. Both investments have delivered pretty close results over the past 10 years, with WSHFX having a 11.99% annualized return and VIG not far ahead at 12.29%.
WSHFX
- 1D
- 2.21%
- 1M
- -5.86%
- YTD
- -3.20%
- 6M
- -1.44%
- 1Y
- 12.87%
- 3Y*
- 16.05%
- 5Y*
- 11.11%
- 10Y*
- 11.99%
VIG
- 1D
- 0.29%
- 1M
- -4.68%
- YTD
- -1.48%
- 6M
- 0.22%
- 1Y
- 13.20%
- 3Y*
- 13.91%
- 5Y*
- 9.83%
- 10Y*
- 12.29%
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WSHFX vs. VIG - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
WSHFX vs. VIG — Risk / Return Rank
WSHFX
VIG
WSHFX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| WSHFX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.87 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.33 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.20 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.96 | 5.31 | +0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSHFX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.87 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.69 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.57 | -0.09 |
Correlation
The correlation between WSHFX and VIG is 0.95, 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.
Dividends
WSHFX vs. VIG - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, more than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.44% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
WSHFX vs. VIG - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for WSHFX and VIG.
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Drawdown Indicators
| WSHFX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -46.81% | -7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -10.83% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -20.39% | +1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -31.72% | -2.95% |
Current DrawdownCurrent decline from peak | -6.36% | -5.73% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -5.55% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.45% | -0.12% |
Volatility
WSHFX vs. VIG - Volatility Comparison
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) has a higher volatility of 4.41% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.05%. This indicates that WSHFX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSHFX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.05% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.82% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 15.28% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 14.26% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.04% | +0.29% |