WSTAX vs. VOO
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Vanguard S&P 500 ETF (VOO).
WSTAX is managed by Nomura. 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.
Performance
WSTAX vs. VOO - Performance Comparison
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WSTAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, WSTAX has outperformed VOO with an annualized return of 19.82%, while VOO has yielded a comparatively lower 14.05% annualized return.
WSTAX
- 1D
- -1.89%
- 1M
- -11.47%
- YTD
- -6.53%
- 6M
- -3.97%
- 1Y
- 37.90%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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WSTAX vs. VOO - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
WSTAX vs. VOO — Risk / Return Rank
WSTAX
VOO
WSTAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) 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.
| WSTAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.98 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.50 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.53 | +0.45 |
Martin ratioReturn relative to average drawdown | 6.93 | 7.29 | -0.37 |
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
| WSTAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.98 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.78 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.37 |
Correlation
The correlation between WSTAX and VOO is 0.87, 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
WSTAX vs. VOO - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
WSTAX vs. VOO - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WSTAX and VOO.
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Drawdown Indicators
| WSTAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -33.99% | -21.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -11.98% | -4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -24.52% | -30.87% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -33.99% | -21.40% |
Current DrawdownCurrent decline from peak | -16.73% | -6.29% | -10.44% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -3.72% | -11.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.52% | +2.26% |
Volatility
WSTAX vs. VOO - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 8.82% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 5.29% | +3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 9.44% | +9.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 18.10% | +11.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 16.82% | +19.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 17.99% | +12.56% |