Correlation
The correlation between WSHFX and VIG is 0.94, 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.
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 Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSHFX or VIG.
Performance
WSHFX vs. VIG - Performance Comparison
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Key characteristics
WSHFX:
0.96
VIG:
0.80
WSHFX:
1.30
VIG:
1.14
WSHFX:
1.19
VIG:
1.16
WSHFX:
0.98
VIG:
0.79
WSHFX:
4.03
VIG:
3.20
WSHFX:
3.55%
VIG:
3.69%
WSHFX:
16.52%
VIG:
16.11%
WSHFX:
-53.77%
VIG:
-46.81%
WSHFX:
-1.46%
VIG:
-3.09%
Returns By Period
In the year-to-date period, WSHFX achieves a 4.40% return, which is significantly higher than VIG's 1.56% return. Both investments have delivered pretty close results over the past 10 years, with WSHFX having a 11.54% annualized return and VIG not far behind at 11.50%.
WSHFX
4.40%
4.98%
1.70%
14.66%
12.30%
15.01%
11.54%
VIG
1.56%
4.08%
-2.40%
11.44%
10.93%
13.07%
11.50%
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WSHFX vs. VIG - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
WSHFX vs. VIG — Risk-Adjusted Performance Rank
WSHFX
VIG
WSHFX vs. VIG - Risk-Adjusted Performance 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.
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Dividends
WSHFX vs. VIG - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 9.66%, more than VIG's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 9.66% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.72% | 8.04% | 7.34% | 6.32% | 6.18% | 6.97% |
VIG Vanguard Dividend Appreciation ETF | 1.79% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
WSHFX vs. VIG - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.77%, 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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Volatility
WSHFX vs. VIG - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 3.98%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.50%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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