WSTCX vs. VOO
Compare and contrast key facts about Delaware Ivy Science and Technology Fund (WSTCX) and Vanguard S&P 500 ETF (VOO).
WSTCX is managed by Ivy Funds. It was launched on Jul 30, 1997. 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
WSTCX vs. VOO - Performance Comparison
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WSTCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | -6.70% | 32.86% | 117.81% | 39.18% | -33.22% | 12.80% | 35.09% | 49.22% | -5.97% | 31.79% |
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, WSTCX achieves a -6.70% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, WSTCX has outperformed VOO with an annualized return of 22.65%, while VOO has yielded a comparatively lower 14.05% annualized return.
WSTCX
- 1D
- -1.89%
- 1M
- -11.53%
- YTD
- -6.70%
- 6M
- -4.36%
- 1Y
- 36.85%
- 3Y*
- 48.28%
- 5Y*
- 22.44%
- 10Y*
- 22.65%
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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WSTCX vs. VOO - Expense Ratio Comparison
WSTCX has a 2.14% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
WSTCX vs. VOO — Risk / Return Rank
WSTCX
VOO
WSTCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) 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.
| WSTCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.98 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.50 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.53 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.13 | 7.29 | -1.17 |
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
| WSTCX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.98 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.70 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.78 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.83 | -0.39 |
Correlation
The correlation between WSTCX and VOO is 0.86, 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
WSTCX vs. VOO - Dividend Comparison
WSTCX's dividend yield for the trailing twelve months is around 14.31%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | 14.31% | 13.35% | 81.76% | 21.98% | 57.60% | 61.50% | 11.27% | 13.85% | 16.72% | 7.61% | 0.00% | 2.85% |
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
WSTCX vs. VOO - Drawdown Comparison
The maximum WSTCX drawdown since its inception was -60.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WSTCX and VOO.
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Drawdown Indicators
| WSTCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -33.99% | -26.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.84% | -11.98% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -60.92% | -24.52% | -36.40% |
Max Drawdown (10Y)Largest decline over 10 years | -60.92% | -33.99% | -26.93% |
Current DrawdownCurrent decline from peak | -16.84% | -6.29% | -10.55% |
Average DrawdownAverage peak-to-trough decline | -18.50% | -3.72% | -14.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.52% | +2.44% |
Volatility
WSTCX vs. VOO - Volatility Comparison
Delaware Ivy Science and Technology Fund (WSTCX) has a higher volatility of 8.81% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that WSTCX'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
| WSTCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.81% | 5.29% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 18.85% | 9.44% | +9.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.38% | 18.10% | +11.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.36% | 16.82% | +57.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.94% | 17.99% | +36.95% |