WTM vs. VOO
Compare and contrast key facts about White Mountains Insurance Group, Ltd. (WTM) and Vanguard S&P 500 ETF (VOO).
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: WTM or VOO.
Correlation
The correlation between WTM and VOO is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WTM vs. VOO - Performance Comparison
Key characteristics
WTM:
0.16
VOO:
1.76
WTM:
0.41
VOO:
2.37
WTM:
1.05
VOO:
1.32
WTM:
0.35
VOO:
2.66
WTM:
0.69
VOO:
11.10
WTM:
5.39%
VOO:
2.02%
WTM:
23.05%
VOO:
12.79%
WTM:
-77.67%
VOO:
-33.99%
WTM:
-9.18%
VOO:
-2.11%
Returns By Period
In the year-to-date period, WTM achieves a -5.91% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, WTM has underperformed VOO with an annualized return of 10.75%, while VOO has yielded a comparatively higher 13.03% annualized return.
WTM
-5.91%
-2.09%
2.65%
3.76%
10.01%
10.75%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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Risk-Adjusted Performance
WTM vs. VOO — Risk-Adjusted Performance Rank
WTM
VOO
WTM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for White Mountains Insurance Group, Ltd. (WTM) 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
WTM vs. VOO - Dividend Comparison
WTM's dividend yield for the trailing twelve months is around 0.05%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTM White Mountains Insurance Group, Ltd. | 0.05% | 0.05% | 0.07% | 0.07% | 0.10% | 0.10% | 0.09% | 0.12% | 0.12% | 0.12% | 0.14% | 0.16% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WTM vs. VOO - Drawdown Comparison
The maximum WTM drawdown since its inception was -77.67%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WTM and VOO. For additional features, visit the drawdowns tool.
Volatility
WTM vs. VOO - Volatility Comparison
White Mountains Insurance Group, Ltd. (WTM) has a higher volatility of 7.50% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that WTM'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.