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

Data Source: from January 1871 to April 2024 (~153 years)
Consolidated Returns as of 30 April 2024

Category: Stocks

Vanguard S&P 500 (VOO) ETF

Currency: USD

ETF • LIVE PERFORMANCE (USD currency)

4.01%

April 2024

In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.36% compound annual return, with a 15.12% standard deviation.

Table of contents

The first official book of

Mastering ETF Investing

How to build wealth
with Lazy Portfolios and Passive Investing Strategies

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 Apr 30, 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.

VANGUARD S&P 500 (VOO) ETF

	Chg (%)	Return (%)	Return (%) as of Apr 30, 2024
Vanguard S&P 500 (VOO) ETF	n.a.	n.a.	-4.01	20.61	22.22	13.08	12.33	10.36	8.99
US Inflation Adjusted return			-4.31	18.43	18.25	8.55	9.22	7.62	6.72
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. Current inflation (annualized) is 1Y: 3.36% , 5Y: 4.18% , 10Y: 2.85% , 30Y: 2.55%

Capital Growth as of Apr 30, 2024

An investment of 1$, since May 1994, now would be worth 19.24$, with a total return of 1823.74% (10.36% annualized).

The Inflation Adjusted Capital now would be 9.04$, with a net total return of 804.11% (7.62% annualized).

An investment of 1$, since January 1871, now would be worth 539223.01$, with a total return of 53922200.61% (8.99% annualized).

The Inflation Adjusted Capital now would be 21483.24$, with a net total return of 2148223.55% (6.72% annualized).

Readings that may interest you

Mastering ETF Investing: How to Build Wealth with Lazy Portfolios and Passive ...

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Investment Metrics as of Apr 30, 2024

Metrics of Vanguard S&P 500 (VOO) ETF, updated as of 30 April 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 - 30 April 2024 (~153 years)

Swipe left to see all data

	Metrics as of Apr 30, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~153Y)
Investment Return (%)	-4.01	3.97	20.61	22.22	7.88	13.08	12.33	9.94	10.36	8.99
Infl. Adjusted Return (%) details	-4.31	2.80	18.43	18.25	2.26	8.55	9.22	7.16	7.62	6.72
US Inflation (%)	0.31	1.14	1.85	3.36	5.50	4.18	2.85	2.60	2.55	2.12
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 (%)				-15.12	-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				6	31	34	34	89	164	256
Period Start (yyyy mm)				2023 05	2021 05	2021 01	2021 01	2004 05	1999 05	1911 03
Period End (yyyy mm)				2023 10	2023 11	2023 10	2023 10	2011 09	2012 12	1932 06
Annualized Return (%)				-0.30	-0.62	-0.24	-0.24	-0.28	-0.15	-0.07
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				14.33	17.40	18.32	15.15	14.90	15.12	16.52
Sharpe Ratio				1.18	0.30	0.61	0.73	0.58	0.53	0.30
Sortino Ratio				1.66	0.41	0.81	0.98	0.75	0.70	0.42
Ulcer Index				3.14	9.91	8.40	6.40	12.19	14.76	18.02
Ratio: Return / Standard Deviation				1.55	0.45	0.71	0.81	0.67	0.69	0.54
Ratio: Return / Deepest Drawdown				2.67	0.33	0.55	0.52	0.20	0.20	0.11
% Positive Months details				66%	61%	63%	68%	67%	65%	61%
Positive Months				8	22	38	82	161	235	1128
Negative Months				4	14	22	38	79	125	712
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							12.33	16.60	16.60	21.28
Worst 10 Years Return (%) - Annualized							12.33	6.38	-3.45	-5.38
Best 10 Years Return (%) - Annualized							9.22	14.58	14.58	20.08
Worst 10 Years Return (%) - Annualized							9.22	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	10.36
Worst Rolling Return (%) - Annualized				-43.44	-16.28	-6.67	-3.45	4.71	10.36
% 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	8.95
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.77	7.96
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	7.62
Worst Rolling Return (%) - Annualized				-43.44	-18.28	-9.08	-5.89	2.58	7.62
% 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	8.95
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.77	7.96
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1871 - Apr 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 Apr 30, 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 30 April 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	0.85	0.82	0.81
VNQ	US REITs	0.91	0.86	0.76	0.61	0.61
QQQ	US Technology	0.89	0.93	0.92	0.83	0.82
PFF	Preferred Stocks	0.85	0.80	0.74	0.47	0.46
EFA	EAFE Stocks	0.93	0.90	0.88	0.83	0.80
VT	World All Countries	0.98	0.98	0.97	0.95	0.94
EEM	Emerging Markets	0.80	0.72	0.69	0.73	0.70
VGK	Europe	0.90	0.89	0.86	0.84	0.83
VPL	Pacific	0.94	0.85	0.83	0.71	0.66
FLLA	Latin America	0.84	0.70	0.57	0.64	0.63
BND	US Total Bond Market	0.76	0.54	0.40	0.17	0.18
TLT	Long Term Treasuries	0.82	0.23	0.10	-0.10	-0.08
BIL	US Cash	0.25	-0.06	-0.03	-0.01	-0.01
TIP	TIPS	0.73	0.63	0.51	0.21	0.22
LQD	Invest. Grade Bonds	0.80	0.68	0.58	0.33	0.34
HYG	High Yield Bonds	0.87	0.85	0.81	0.67	0.67
CWB	US Convertible Bonds	0.89	0.85	0.86	0.84	0.84
BNDX	International Bonds	0.70	0.57	0.44	0.16	0.16
EMB	Emerg. Market Bonds	0.91	0.78	0.68	0.56	0.56
GLD	Gold	0.10	0.25	0.10	0.05	0.04
DBC	Commodities	-0.02	0.45	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 May 1994 - 30 April 2024 (30 Years)

Data Source: 1 January 1871 - 30 April 2024 (~153 years)

Inflation Adjusted:

Chart Table Range

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

FAQs

What is Vanguard SP 500 ETF average return? ›

Total returns

	Month-end	10 YEAR
VOO (Market price)	-4.05%	12.37%
VOO (NAV)	-4.09%	12.37%
BenchmarkS&P 500 Index2	-4.08%	12.41%
+/- Benchmark The difference in a fund's non-fee adjusted return versus an identified benchmark or peer group.	-0.01%	-0.04%

Read The Full Story ›

What is the 10 year return of VOO? ›

Total returns

	Month-end	10-yr
VOO (Market price)	-4.05%	12.37%
VOO (NAV)	-4.09%	12.37%
Benchmark ¹	-4.08%	12.41%

Discover More Details ›

How much does Vanguard S&P 500 pay 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%.

See Details ›

Is the Vanguard 500 a good investment? ›

The Vanguard S&P 500 ETF (VOO -0.36%) is one of the best ways to invest in the S&P 500, which has been a pretty smart strategy over the long term. Since 1965, the S&P 500 has produced a total return of 10.2% annualized. The Vanguard ETF has an expense ratio of just 0.03%, so you get to keep most of your gains.

Learn More Now ›

Which ETF has the best 10 year return? ›

1. VanEck Semiconductor ETF

10-year return: 24.37%
Assets under management: $10.9B.
Expense ratio: 0.35%
As of date: November 30, 2023.

Period (start-of-year to end-of-2023)	Average annual S&P 500 return
5 years (2019-2023)	15.36%
10 years (2014-2023)	11.02%
15 years (2009-2023)	12.63%
20 years (2004-2023)	9.00%

What stock pays the highest dividend? ›

20 high-dividend stocks

Company	Dividend Yield
Eagle Bancorp Inc (MD) (EGBN)	8.96%
Altria Group Inc. (MO)	8.90%
Washington Trust Bancorp, Inc. (WASH)	8.79%
First Of Long Island Corp. (FLIC)	8.72%

17 more rows

4 days ago

Tell Me More ›

What ETF pays the highest dividend? ›

Top 100 Highest Dividend Yield ETFs

Symbol	Name	Dividend Yield
TSLY	YieldMax TSLA Option Income Strategy ETF	56.72%
TILL	Teucrium Agricultural Strategy No K-1 ETF	51.85%
KMET	KraneShares Electrification Metals Strategy ETF	49.19%
OARK	YieldMax Innovation Option Income Strategy ETF	47.13%

93 more rows

Explore More ›

Is Vanguard good for beginner investors? ›

These Vanguard funds offer a simple, low-cost way for investors to own stocks and bonds. When it comes to selecting funds, beginner investors should focus on the "knowns" rather than the "unknowns."

Tell Me More ›

What is Vanguard's best performing ETF? ›

10 Best-Performing Vanguard ETFs

Ticker	Company	Performance (Year)
MGK	Vanguard Mega Cap Growth ETF	32.53%
VONG	Vanguard Russell 1000 Growth Index ETF	32.52%
VUG	Vanguard Growth ETF	32.30%
VFH	Vanguard Financials ETF	32.14%

6 more rows

Tell Me More ›

Which Vanguard fund has the highest return? ›

Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.

What is the average return of the sp500 ETF? ›

Average returns

Period	Average annualised return	Total return
Last year	25.7%	25.7%
Last 5 years	14.2%	94.5%
Last 10 years	15.3%	316.2%
Last 20 years	10.6%	651.5%

		Average annual returns as of 04/30/2024 1
Sort table ascending by Fund name	Sort table descending by Symbol	Sort table descending by 1 yr
ESG U.S. Stock ETF	ESGV	23.90%
Extended Duration Treasury ETF	EDV	-20.14%
Extended Market ETF	VXF	21.15%

	Chg (%)		Return (%)	Return (%) as of Apr 30, 2024
	1 Day	*Time ET^()**	May 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~153Y)
Vanguard S&P 500 (VOO) ETF	n.a.		n.a.	-4.01	20.61	22.22	13.08	12.33	10.36	8.99
US Inflation Adjusted return				-4.31	18.43	18.25	8.55	9.22	7.62	6.72
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. Current inflation (annualized) is 1Y: 3.36% , 5Y: 4.18% , 10Y: 2.85% , 30Y: 2.55%