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:
0.08
VOO:
1.89
AASOX:
0.25
VOO:
2.54
AASOX:
1.03
VOO:
1.35
AASOX:
0.02
VOO:
2.83
AASOX:
0.30
VOO:
11.83
AASOX:
5.22%
VOO:
2.02%
AASOX:
19.71%
VOO:
12.66%
AASOX:
-74.15%
VOO:
-33.99%
AASOX:
-66.65%
VOO:
-0.42%
Returns By Period
In the year-to-date period, AASOX achieves a -1.97% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, AASOX has underperformed VOO with an annualized return of -5.57%, while VOO has yielded a comparatively higher 13.26% annualized return.
AASOX
-1.97%
-5.31%
1.46%
4.23%
-10.86%
-5.57%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
AASOX
VOO
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's dividend yield for the trailing twelve months is around 0.39%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASOX Alger Small Cap Growth Portfolio | 0.39% | 0.38% | 0.00% | 0.00% | 0.00% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.97% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.