https://www.lazyportfolioetf.com/etf/vanguard-sp-500-voo/ (2024)

Data Source: from January 1871 to May 2024 (~153 years)
Consolidated Returns as of 31 May 2024

Category: Stocks

Vanguard S&P 500 (VOO) ETF

Currency: USD

ETF • LIVE PERFORMANCE (USD currency)

5.03%

May 2024

In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.49% compound annual return, with a 15.14% standard deviation.

Table of contents

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Mastering ETF Investing

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Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy

Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

Asset Class: Equity

Size: Large Cap
Style: Blend
Region: North America

Country: U.S.

Investment Returns as of May 31, 2024

The Vanguard S&P 500 (VOO) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.
the actual US Inflation rates.

	Chg (%)	Return (%)	Return (%) as of May 31, 2024
Vanguard S&P 500 (VOO) ETF	n.a.	n.a.	5.03	16.40	28.15	15.78	12.66	10.49	9.02
US Inflation Adjusted return			5.03	14.47	24.13	11.14	9.56	7.75	6.75
Returns over 1 year are annualized \| Available data source: since Jan 1871
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 3.24% , 5Y: 4.17% , 10Y: 2.83% , 30Y: 2.54%

Capital Growth as of May 31, 2024

An investment of 1$, since June 1994, now would be worth 19.95$, with a total return of 1895.05% (10.49% annualized).

The Inflation Adjusted Capital now would be 9.40$, with a net total return of 839.54% (7.75% annualized).

An investment of 1$, since January 1871, now would be worth 568122.91$, with a total return of 56812190.60% (9.02% annualized).

The Inflation Adjusted Capital now would be 22634.64$, with a net total return of 2263363.92% (6.75% annualized).

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Investment Metrics as of May 31, 2024

Metrics of Vanguard S&P 500 (VOO) ETF, updated as of 31 May 2024.

Metrics are calculated based on monthly returns, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.

the actual US Inflation rates.

VANGUARD S&P 500 (VOO) ETF

Advanced Metrics

Data Source: 1 January 1871 - 31 May 2024 (~153 years)

Swipe left to see all data

	Metrics as of May 31, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~153Y)
Investment Return (%)	5.03	4.12	16.40	28.15	9.53	15.78	12.66	10.14	10.49	9.02
Infl. Adjusted Return (%) details	5.03	3.41	14.47	24.13	4.04	11.14	9.56	7.37	7.75	6.75
US Inflation (%)	0.00	0.69	1.68	3.24	5.27	4.17	2.83	2.58	2.54	2.12
Pending updates, the monthly inflation after Apr 2024 is set at 0%.Returns / Inflation rates over 1 year are annualized.
DRAWDOWN Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Deepest Drawdown Depth (%)				-8.33	-23.91	-23.91	-23.91	-50.80	-50.80	-83.65
Start to Recovery (# months) details				4	24	24	24	53	53	186
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2007 11	1929 09
Start to Bottom (# months)				3	9	9	9	16	16	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 06
Bottom to End (# months)				1	15	15	15	37	37	152
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2012 03	2012 03	1945 02
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	-44.71	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	75	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	25	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2002 09	1932 06
Bottom to End (# months)				1	15	15	15	37	50	152
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2012 03	2006 11	1945 02
Longest negative period (# months) details				4	27	27	27	68	141	187
Period Start (yyyy mm)				2023 07	2021 08	2021 08	2021 08	2005 01	2000 01	1929 09
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2010 08	2011 09	1945 03
Annualized Return (%)				-15.11	-0.58	-0.58	-0.58	-0.50	-0.45	-0.12
Deepest Drawdown Depth (%)				-9.20	-27.90	-27.90	-27.90	-51.61	-54.36	-79.35
Start to Recovery (# months) details				5	27	27	27	65	153	188
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	33
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	18	18	18	49	51	155
End (yyyy mm)				2023 12	2024 03	2024 03	2024 03	2013 03	2013 05	1945 04
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	33
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	18	18	18	49	51	155
End (yyyy mm)				2023 12	2024 03	2024 03	2024 03	2013 03	2013 05	1945 04
Longest negative period (# months) details				5	30	34	34	88	164	256
Period Start (yyyy mm)				2023 06	2021 06	2021 01	2021 01	2004 06	1999 05	1911 03
Period End (yyyy mm)				2023 10	2023 11	2023 10	2023 10	2011 09	2012 12	1932 06
Annualized Return (%)				-1.24	-0.65	-0.24	-0.24	-0.46	-0.15	-0.07
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				14.60	17.59	18.08	15.20	14.93	15.14	16.52
Sharpe Ratio				1.56	0.38	0.76	0.75	0.59	0.54	0.30
Sortino Ratio				2.08	0.51	1.01	1.00	0.77	0.71	0.43
Ulcer Index				3.13	9.91	8.36	6.40	12.19	14.76	18.02
Ratio: Return / Standard Deviation				1.93	0.54	0.87	0.83	0.68	0.69	0.55
Ratio: Return / Deepest Drawdown				3.38	0.40	0.66	0.53	0.20	0.21	0.11
% Positive Months details				66%	61%	65%	68%	67%	65%	61%
Positive Months				8	22	39	82	161	235	1129
Negative Months				4	14	21	38	79	125	712
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							12.66	16.60	16.60	21.28
Worst 10 Years Return (%) - Annualized							12.66	6.38	-3.45	-5.38
Best 10 Years Return (%) - Annualized							9.56	14.58	14.58	20.08
Worst 10 Years Return (%) - Annualized							9.56	4.54	-5.89	-5.89
ROLLING PERIODS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized				56.46	32.35	28.45	16.60	10.32	10.49
Worst Rolling Return (%) - Annualized				-43.44	-16.28	-6.67	-3.45	4.71	10.49
% Positive Periods				79%	81%	83%	90%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				72.53	23.13	14.10	7.18	4.44	8.89
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.77	7.94
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				52.47	29.34	25.47	14.58	7.62	7.75
Worst Rolling Return (%) - Annualized				-43.44	-18.28	-9.08	-5.89	2.58	7.75
% Positive Periods				77%	78%	70%	87%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				72.53	23.13	14.10	7.18	4.44	8.89
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.77	7.94
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1871 - May 2024)
Best Rolling Return (%) - Annualized				160.57	42.43	35.15	21.28	17.90	14.57
Worst Rolling Return (%) - Annualized				-67.84	-42.65	-17.97	-5.38	1.60	3.02
% Positive Periods				72%	84%	89%	96%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				57.80	16.42	9.43	5.56	3.30	2.87
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	1.44
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				179.03	40.17	33.81	20.08	13.52	11.59
Worst Rolling Return (%) - Annualized				-64.30	-38.10	-13.67	-5.89	-0.64	1.22
% Positive Periods				68%	78%	80%	88%	99%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				57.80	16.42	9.43	5.56	3.30	2.87
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	1.44
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com

Terms and Definitions

Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.

Longest negative period: it's the maximum period for which an overall negative return has been observed.
Standard Deviation: it's a measure of the dispersion of returns around the mean.
Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.

Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.

Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

The first official book of

Mastering ETF Investing

Correlations as of May 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Vanguard S&P 500 (VOO) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

VANGUARD S&P 500 (VOO) ETF

Monthly correlations as of 31 May 2024

Swipe left to see all data

		Correlation vs VOO
	Asset Class	1 Year	5 Years	10 Years	30 Years	Since Jan 1992
VTI	US Total Stock Market	1.00	1.00	1.00	0.99	0.99
SPY	US Large Cap	1.00	1.00	1.00	1.00	1.00
IJR	US Small Cap	0.87	0.87	0.86	0.82	0.81
VNQ	US REITs	0.92	0.87	0.76	0.61	0.61
QQQ	US Technology	0.98	0.92	0.92	0.83	0.82
PFF	Preferred Stocks	0.86	0.82	0.74	0.47	0.46
EFA	EAFE Stocks	0.96	0.89	0.88	0.83	0.80
VT	World All Countries	0.99	0.98	0.97	0.95	0.94
EEM	Emerging Markets	0.79	0.71	0.69	0.73	0.70
VGK	Europe	0.94	0.89	0.86	0.84	0.83
VPL	Pacific	0.94	0.85	0.83	0.71	0.66
FLLA	Latin America	0.78	0.69	0.57	0.64	0.63
BND	US Total Bond Market	0.77	0.58	0.40	0.17	0.18
TLT	Long Term Treasuries	0.83	0.28	0.11	-0.10	-0.08
BIL	US Cash	0.26	-0.03	-0.01	0.00	-0.01
TIP	TIPS	0.75	0.67	0.51	0.21	0.22
LQD	Invest. Grade Bonds	0.81	0.71	0.58	0.33	0.34
HYG	High Yield Bonds	0.89	0.85	0.81	0.67	0.67
CWB	US Convertible Bonds	0.90	0.85	0.86	0.84	0.84
BNDX	International Bonds	0.69	0.61	0.44	0.16	0.16
EMB	Emerg. Market Bonds	0.92	0.80	0.68	0.56	0.56
GLD	Gold	0.09	0.26	0.10	0.05	0.05
DBC	Commodities	-0.09	0.43	0.40	0.32	0.32

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

VANGUARD S&P 500 (VOO) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 June 1994 - 31 May 2024 (30 Years)

Data Source: 1 January 1871 - 31 May 2024 (~153 years)

Inflation Adjusted:

Chart Table Range

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https://www.lazyportfolioetf.com/etf/vanguard-sp-500-voo/ (2024)

FAQs

Is the Vanguard S&P 500 ETF a good investment? ›

The S&P 500 has historically delivered excellent results over long periods, and is generally a worry-free way to invest over the long run.

Discover More Details ›

What is Vanguard SP 500 ETF average return? ›

In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.49% compound annual return, with a 15.14% standard deviation. It suffered a maximum drawdown of -50.80% that required 53 months to be recovered. The ETF is related to the following investment themes: Asset Class: Equity.

Read On ›

What is the return of the VOO S&P 500 ETF? ›

Total returns

as of 05/31/2024	1 MONTH	1 YEAR
VOO (Market price)	5.06%	28.25%
VOO (NAV)	4.96%	28.15%
BenchmarkS&P 500 Index2	4.96%	28.19%

Show Me More ›

What is the VOO return rate? ›

Total returns

	Month-end	1-yr
VOO (Market price)	5.06%	28.25%
VOO (NAV)	4.96%	28.15%
Benchmark ¹	4.96%	28.19%

Tell Me More ›

What is Vanguard's best performing ETF? ›

10 Best-Performing Vanguard ETFs

Ticker	Company	Performance (Year)
VFH	Vanguard Financials ETF	32.14%
VOX	Vanguard Communication Services ETF	32.10%
VFMF	Vanguard U.S. Multifactor ETF	31.04%
VOOG	Vanguard S&P 500 Growth ETF	30.30%

6 more rows

May 31, 2024

How much does Vanguard S&P 500 ETF pay in dividends? ›

VOO dividend yield as of May 2024

At the last update on April 26, the Vanguard S&P 500 ETF had a dividend yield of 1.37%. But it's important to note that yields can fluctuate with market prices.

Explore More ›

What is the 20 year return of the S&P 500? ›

Average returns

Period	Average annualised return	Total return
Last year	26.2%	26.2%
Last 5 years	16.4%	114.0%
Last 10 years	15.3%	314.1%
Last 20 years	10.8%	684.6%

Is VOO a good buy right now? ›

VOO has a consensus rating of Moderate Buy which is based on 403 buy ratings, 93 hold ratings and 8 sell ratings. What is VOO's price target? The average price target for VOO is $605.80. This is based on 504 Wall Streets Analysts 12-month price targets, issued in the past 3 months.

Which is better, S&P 500 or VOO? ›

Vanguard S&P offers a lower expense ratio (0.035%) than SPY (0.095%), which means lower costs for investors and potentially higher net returns over the long term. VOO might be the more economical choice for cost-conscious investors, especially those investing large sums or planning for long-term goals like retirement.

Discover More ›

How to invest in S&P 500 for beginners? ›

The easiest way to invest in the S&P 500

The simplest way to invest in the index is through S&P 500 index funds or ETFs that replicate the index. You can purchase these in a taxable brokerage account, or if you're investing for retirement, in a 401(k) or IRA, which come with added tax benefits.

Read On ›

Does VOO give dividends? ›

VOO has a dividend yield of 1.28% and paid $6.41 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 22, 2024.

Tell Me More ›

What is the return of VOO in 2024? ›

VOO 1 Year Total Returns (Daily): 28.33% for June 26, 2024.

Learn More ›

Who are the largest holders of VOO? ›

VOO's top 3 holdings are MSFT, AAPL, NVDA. ETF VOO's is holdings 504 different assets. ETF VOO's total assets are 473.19B.

View Details ›

What is the minimum deposit for VOO? ›

Minimum investment: VFIAX typically requires a higher minimum investment than VOO. For example, the minimum investment for VFIAX is $3,000, while there is no minimum investment for VOO. Expense ratios: VVOO has an expense ratio of 0.03%, while VFIAX has an expense ratio of 0.04%.

Read On ›

Does it cost money to invest in VOO? ›

The VOO ETF has annual operating expenses of 0.03%.

Keep Reading ›

How safe is Vanguard S&P 500? ›

Investing in Vanguard's VOO is a low-stress way for investors to access the U.S. equity market; however, there is the risk of loss as with any investment, and investors should consult a financial professional before investing in the Vanguard S&P 500 ETF. Vanguard.

What is the outlook for Vanguard S&P 500 ETF? ›

VOO 12 Month Forecast

Based on 504 Wall Street analysts offering 12 month price targets to VOO holdings in the last 3 months. The average price target is $559.99 with a high forecast of $864.36 and a low forecast of $453.94. The average price target represents a 11.60% change from the last price of $501.78.

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What is the performance of the Vanguard S&P 500 ETF? ›

£-0.52 (-0.63%)

View Details ›

What is better a S&P 500 ETF or mutual fund? ›

The choice comes down to what you value most. If you prefer the flexibility of trading intraday and favor lower expense ratios in most instances, go with ETFs. If you worry about the impact of commissions and spreads, go with mutual funds.

	Chg (%)		Return (%)	Return (%) as of May 31, 2024
	1 Day	*Time ET^()**	Jun 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~153Y)
Vanguard S&P 500 (VOO) ETF	n.a.		n.a.	5.03	16.40	28.15	15.78	12.66	10.49	9.02
US Inflation Adjusted return				5.03	14.47	24.13	11.14	9.56	7.75	6.75
Returns over 1 year are annualized \| Available data source: since Jan 1871
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 3.24% , 5Y: 4.17% , 10Y: 2.83% , 30Y: 2.54%

https://www.lazyportfolioetf.com/etf/vanguard-sp-500-voo/ (2024)

Investment Returns as of May 31, 2024

Capital Growth as of May 31, 2024

Investment Metrics as of May 31, 2024

Correlations as of May 31, 2024

Drawdowns

FAQs

Is the Vanguard S&P 500 ETF a good investment? ›

Does VOO give dividends? ›

References