AASOX vs. VOO
Compare and contrast key facts about Alger Small Cap Growth Portfolio (AASOX) and Vanguard S&P 500 ETF (VOO).
AASOX is managed by Alger. It was launched on Sep 21, 1988. 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: AASOX or VOO.
Correlation
The correlation between AASOX and VOO is 0.80, 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
AASOX vs. VOO - Performance Comparison
Key characteristics
AASOX:
0.45
VOO:
2.21
AASOX:
0.75
VOO:
2.93
AASOX:
1.09
VOO:
1.41
AASOX:
0.13
VOO:
3.25
AASOX:
2.00
VOO:
14.47
AASOX:
4.51%
VOO:
1.90%
AASOX:
20.27%
VOO:
12.43%
AASOX:
-74.15%
VOO:
-33.99%
AASOX:
-65.99%
VOO:
-2.87%
Returns By Period
In the year-to-date period, AASOX achieves a 8.11% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, AASOX has underperformed VOO with an annualized return of -4.94%, while VOO has yielded a comparatively higher 13.04% annualized return.
AASOX
8.11%
-2.67%
7.20%
11.55%
-8.99%
-4.94%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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AASOX vs. VOO - Expense Ratio Comparison
AASOX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AASOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Small Cap Growth Portfolio (AASOX) 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
AASOX vs. VOO - Dividend Comparison
AASOX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Alger Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AASOX vs. VOO - Drawdown Comparison
The maximum AASOX drawdown since its inception was -74.15%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AASOX and VOO. For additional features, visit the drawdowns tool.
Volatility
AASOX vs. VOO - Volatility Comparison
Alger Small Cap Growth Portfolio (AASOX) has a higher volatility of 6.36% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that AASOX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.