AAANX vs. VTI
Compare and contrast key facts about Horizon Active Asset Allocation Fund (AAANX) and Vanguard Total Stock Market ETF (VTI).
AAANX is managed by Horizon Investments. It was launched on Jan 30, 2012. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAANX or VTI.
Correlation
The correlation between AAANX and VTI 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. VTI - Performance Comparison
Key characteristics
AAANX:
0.21
VTI:
0.52
AAANX:
0.42
VTI:
0.87
AAANX:
1.06
VTI:
1.13
AAANX:
0.20
VTI:
0.54
AAANX:
0.79
VTI:
2.06
AAANX:
4.80%
VTI:
5.02%
AAANX:
18.27%
VTI:
19.96%
AAANX:
-34.18%
VTI:
-55.45%
AAANX:
-7.33%
VTI:
-8.59%
Returns By Period
In the year-to-date period, AAANX achieves a -2.72% return, which is significantly higher than VTI's -4.39% return. Over the past 10 years, AAANX has underperformed VTI with an annualized return of 6.81%, while VTI has yielded a comparatively higher 11.62% annualized return.
AAANX
-2.72%
12.87%
-5.28%
2.75%
11.03%
6.81%
VTI
-4.39%
11.49%
-5.22%
9.10%
15.13%
11.62%
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AAANX vs. VTI - Expense Ratio Comparison
AAANX has a 1.14% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
AAANX vs. VTI — Risk-Adjusted Performance Rank
AAANX
VTI
AAANX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Asset Allocation Fund (AAANX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
AAANX's dividend yield for the trailing twelve months is around 18.94%, more than VTI's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAANX Horizon Active Asset Allocation Fund | 18.94% | 18.43% | 0.78% | 1.08% | 15.02% | 6.59% | 0.67% | 7.46% | 12.35% | 0.89% | 3.13% | 4.83% |
VTI Vanguard Total Stock Market ETF | 1.36% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
AAANX vs. VTI - Drawdown Comparison
The maximum AAANX drawdown since its inception was -34.18%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AAANX and VTI. For additional features, visit the drawdowns tool.
Volatility
AAANX vs. VTI - Volatility Comparison
The current volatility for Horizon Active Asset Allocation Fund (AAANX) is 9.49%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 12.13%. This indicates that AAANX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.