WSHFX vs. VOO
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Vanguard S&P 500 ETF (VOO).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. 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: WSHFX or VOO.
Correlation
The correlation between WSHFX and VOO 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.
Performance
WSHFX vs. VOO - Performance Comparison
Key characteristics
WSHFX:
0.07
VOO:
0.54
WSHFX:
0.21
VOO:
0.88
WSHFX:
1.03
VOO:
1.13
WSHFX:
0.07
VOO:
0.55
WSHFX:
0.27
VOO:
2.27
WSHFX:
4.22%
VOO:
4.55%
WSHFX:
17.36%
VOO:
19.19%
WSHFX:
-53.26%
VOO:
-33.99%
WSHFX:
-8.45%
VOO:
-9.90%
Returns By Period
In the year-to-date period, WSHFX achieves a -1.78% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, WSHFX has underperformed VOO with an annualized return of 5.69%, while VOO has yielded a comparatively higher 12.24% annualized return.
WSHFX
-1.78%
-1.35%
-5.61%
0.79%
9.50%
5.69%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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WSHFX vs. VOO - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WSHFX vs. VOO — Risk-Adjusted Performance Rank
WSHFX
VOO
WSHFX vs. VOO - 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 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
WSHFX vs. VOO - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.26%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.26% | 10.05% | 6.11% | 6.28% | 3.18% | 3.02% | 6.72% | 8.04% | 7.34% | 6.32% | 6.18% | 6.97% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WSHFX vs. VOO - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WSHFX and VOO. For additional features, visit the drawdowns tool.
Volatility
WSHFX vs. VOO - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 11.90%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that WSHFX 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.