VWELX vs. VOO — ETF comparison tool (2024)

Performance

VWELX vs. VOO - Performance Comparison

In the year-to-date period, VWELX achieves a 12.24% return, which is significantly lower than VOO's 19.06% return. Over the past 10 years, VWELX has underperformed VOO with an annualized return of 8.40%, while VOO has yielded a comparatively higher 12.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.

VWELX

VOO

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VWELX vs. VOO - Expense Ratio Comparison

VWELX has a 0.24% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Risk-Adjusted Performance

VWELX vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) 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.

VWELX vs. VOO - Sharpe Ratio Comparison

The current VWELX Sharpe Ratio is 2.17, which roughly equals the VOO Sharpe Ratio of 2.18. The chart below compares the 12-month rolling Sharpe Ratio of VWELX and VOO.

VWELX

VOO

Dividends

VWELX vs. VOO - Dividend Comparison

VWELX's dividend yield for the trailing twelve months is around 5.51%, more than VOO's 1.28% yield.

TTM20232022202120202019201820172016201520142013

VWELX

Vanguard Wellington Fund Investor Shares
5.51%6.01%8.19%8.64%7.77%4.67%9.49%6.47%4.44%7.03%6.39%6.55%

VOO

Vanguard S&P 500 ETF
1.28%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%

Drawdowns

VWELX vs. VOO - Drawdown Comparison

The maximum VWELX drawdown since its inception was -36.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWELX and VOO. For additional features, visit the drawdowns tool.

VWELX

VOO

Volatility

VWELX vs. VOO - Volatility Comparison

The current volatility for Vanguard Wellington Fund Investor Shares (VWELX) is 2.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.25%. This indicates that VWELX 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.

VWELX

VOO

VWELX vs. VOO — ETF comparison tool (2024)

FAQs

What ETF is comparable to VOO? ›

ETF Benchmarks & Alternatives
TickerName1Y Return
VOOVanguard S&P 500 ETF28.25%
SPLGSPDR Portfolio S&P 500 ETF28.25%
IVViShares Core S&P 500 ETF28.28%
SPYSPDR S&P 500 ETF Trust28.08%
4 more rows

Which Vanguard fund is closest to S&P 500? ›

The Vanguard 500 Index Fund Admiral Class (VFIAX) and the SPDR S&P 500 ETF (SPY) are similar investment products. Both track the S&P 500, a U.S. stock index comprising 500 companies with the largest market capitalizations. Both funds have expense ratios significantly lower than those of the average fund.

How is VOO compared to VV? ›

Vanguard Large-Cap ETF

VOO is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.04% for VV. VOO is up 18.7% year-to-date (YTD) with +$48.81B in YTD flows. VV performs worse with 18.57% YTD performance, and +$711M in YTD flows.

Which is better VT ETF or spy ETF? ›

VT has a lower expense ratio than SPY by 0.01%. This can indicate that it's cheaper to invest in VT than SPY. VT targets investing in Global Equities, while SPY targets investing in US Equities. VT is managed by Vanguard, while SPY is managed by State Street (SPDR).

What are the top 5 ETFs to buy? ›

7 Best ETFs to Buy Now
ETFAssets Under ManagementExpense Ratio
iShares MSCI Global Gold Miners ETF (RING)$566 million0.39%
iShares U.S. Insurance ETF (IAK)$610 million0.39%
Roundhill Magnificent Seven ETF (MAGS)$668 million0.29%
VanEck Semiconductor ETF (SMH)$22.4 billion0.35%
3 more rows
Sep 3, 2024

What is Vanguard's best performing ETF? ›

10 best-performing Vanguard ETFs
TickerCompanyPerformance (Year)
VUGVanguard Growth ETF26.18%
VONGVanguard Russell 1000 Growth Index ETF26.06%
VOOGVanguard S&P 500 Growth ETF25.59%
VOXVanguard Communication Services ETF24.99%
6 more rows
Sep 3, 2024

What ETF has the highest 10 year return? ›

The best-performing ETF in the last 10 years was VanEck Semiconductor ETF (SMH). A $10,000 investment into SMH 10 years ago would be worth over $110K today.

What Vanguard funds have a 5 star rating? ›

The Vanguard Wellesley Income Admiral, the Vanguard Tax-Managed Balanced Fund Admiral, and the Vanguard High-Yield Tax-Exempt Fund are all popular vanguard funds.

Which stock has the largest holding in Vanguard S&P 500 ETF? ›

Why the S&P 500 Growth index tends to outperform the S&P 500
StockVanguard S&P Growth ETF WeightingS&P 500 Weighting
1. Apple12.40%6.97%
2. Microsoft11.65%6.54%
3. Nvidia11.03%6.20%
4. Meta Platforms4.48%2.41%
1 more row
12 hours ago

Does it make sense to have both VOO and VTI? ›

Does it make sense to have both VTI and VOO? For most investors, it probably doesn't make sense to own both. VTI and VOO both provide great diversification at a low cost. However, you may find that your retirement plan at work doesn't offer a total stock market index fund like VTI.

Is VTV better than VOO? ›

If you are looking for broader market exposure and are comfortable with a mix of growth and value stocks, VOO may be your go-to option. On the other hand, if you are a value investor seeking long-term gains from undervalued large-cap stocks, VTV could be a better fit for your portfolio.

What is the Schwab equivalent of VOO? ›

Schwab U.S. Large-Cap ETF (SCHX) and Vanguard S&P 500 ETF (VOO) belong to the same industry segment: US Large Cap. SCHX's top 3 sector exposures are Information Technology, Health Care and Consumer Discretionary. In contrast, SCHX is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.03% for VOO.

What is the highest paying ETF? ›

Top 100 Highest Dividend Yield ETFs
SymbolNameDividend Yield
QQQYDefiance Nasdaq 100 Enhanced Options Income ETF40.15%
DISOYieldMax DIS Option Income Strategy ETF39.42%
YBTCRoundhill Bitcoin Covered Call Strategy ETF36.98%
RATEGlobal X Interest Rate Hedge ETF34.87%
93 more rows

Why VT is better than VTI? ›

The key difference between these two ETFs is that VTI aims to track the performance of the overall US stock market. VT is a broader ETF that also invests in the international stock market, including developed and emerging markets. VT holds over 9,000 stocks, while VTI holds approximately 3,500 stocks.

What is the highest fixed income ETF? ›

Fixed Income ETFs

The average expense ratio is 0.35%. Fixed Income ETFs can be found in the following asset classes: Fixed IncomeThe largest Fixed Income ETF is the iShares Core U.S. Aggregate Bond ETF AGG with $114.96B in assets. In the last trailing year, the best-performing Fixed Income ETF was PFFA at 18.96%.

Is qqq better than VOO? ›

QQQ is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.03% for VOO. QQQ is up 18.46% year-to-date (YTD) with +$16.69B in YTD flows. VOO performs better with 19.77% YTD performance, and +$64.83B in YTD flows.

Is VOO or VGT better? ›

VOO has a lower expense ratio than VGT by 0.07%. This can indicate that it's cheaper to invest in VOO than VGT. VOO targets investing in US Equities, while VGT targets investing in US Equities. VOO is managed by Vanguard, while VGT is managed by Vanguard.

Is Splg better than VOO? ›

SPDR Portfolio S&P 500 ETF

VOO is more expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.02% for SPLG. VOO is up 19.77% year-to-date (YTD) with +$64.83B in YTD flows. SPLG performs better with 19.93% YTD performance, and +$13.97B in YTD flows.

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