AAANX vs. VOO
Compare and contrast key facts about Horizon Active Asset Allocation Fund (AAANX) and Vanguard S&P 500 ETF (VOO).
AAANX is managed by Horizon Investments. It was launched on Jan 30, 2012. 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: AAANX or VOO.
Correlation
The correlation between AAANX and VOO is 0.96, 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.
Performance
AAANX vs. VOO - Performance Comparison
Key characteristics
AAANX:
-0.52
VOO:
0.56
AAANX:
-0.52
VOO:
0.92
AAANX:
0.90
VOO:
1.13
AAANX:
-0.40
VOO:
0.58
AAANX:
-1.01
VOO:
2.25
AAANX:
12.33%
VOO:
4.83%
AAANX:
23.72%
VOO:
19.11%
AAANX:
-37.94%
VOO:
-33.99%
AAANX:
-20.75%
VOO:
-7.55%
Returns By Period
In the year-to-date period, AAANX achieves a -2.34% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, AAANX has underperformed VOO with an annualized return of 1.19%, while VOO has yielded a comparatively higher 12.40% annualized return.
AAANX
-2.34%
14.61%
-20.08%
-12.22%
3.41%
1.19%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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AAANX vs. VOO - Expense Ratio Comparison
AAANX has a 1.14% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AAANX vs. VOO — Risk-Adjusted Performance Rank
AAANX
VOO
AAANX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Asset Allocation Fund (AAANX) 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
AAANX vs. VOO - Dividend Comparison
AAANX's dividend yield for the trailing twelve months is around 0.81%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAANX Horizon Active Asset Allocation Fund | 0.81% | 0.79% | 0.77% | 1.08% | 0.70% | 0.49% | 0.67% | 0.78% | 0.57% | 0.89% | 1.77% | 0.14% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AAANX vs. VOO - Drawdown Comparison
The maximum AAANX drawdown since its inception was -37.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AAANX and VOO. For additional features, visit the drawdowns tool.
Volatility
AAANX vs. VOO - Volatility Comparison
The current volatility for Horizon Active Asset Allocation Fund (AAANX) is 9.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that AAANX 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.