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.
Performance
AASOX vs. VOO - Performance Comparison
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AASOX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AASOX Alger Small Cap Growth Portfolio | -11.86% | 5.89% | 8.12% | 16.49% | -38.39% | -5.07% | 67.18% | 29.36% | 1.47% | 28.73% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AASOX achieves a -11.86% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, AASOX has underperformed VOO with an annualized return of 6.87%, while VOO has yielded a comparatively higher 14.05% annualized return.
AASOX
- 1D
- -1.44%
- 1M
- -11.38%
- YTD
- -11.86%
- 6M
- -8.96%
- 1Y
- 12.62%
- 3Y*
- 3.38%
- 5Y*
- -7.24%
- 10Y*
- 6.87%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
AASOX vs. VOO — Risk / Return Rank
AASOX
VOO
AASOX vs. VOO - Risk-Adjusted Trends 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.
| AASOX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.98 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.50 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.53 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.65 | 7.29 | -5.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AASOX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.98 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.70 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.78 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.83 | -0.63 |
Correlation
The correlation between AASOX and VOO is 0.79, 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.
Dividends
AASOX vs. VOO - Dividend Comparison
AASOX's dividend yield for the trailing twelve months is around 1.33%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASOX Alger Small Cap Growth Portfolio | 1.33% | 1.17% | 0.38% | 0.00% | 22.43% | 49.73% | 6.88% | 5.59% | 4.58% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AASOX vs. VOO - Drawdown Comparison
The maximum AASOX drawdown since its inception was -74.54%, 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.
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Drawdown Indicators
| AASOX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.54% | -33.99% | -40.55% |
Max Drawdown (1Y)Largest decline over 1 year | -18.34% | -11.98% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -60.50% | -24.52% | -35.98% |
Max Drawdown (10Y)Largest decline over 10 years | -60.50% | -33.99% | -26.51% |
Current DrawdownCurrent decline from peak | -49.88% | -6.29% | -43.59% |
Average DrawdownAverage peak-to-trough decline | -29.79% | -3.72% | -26.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.14% | 2.52% | +2.62% |
Volatility
AASOX vs. VOO - Volatility Comparison
Alger Small Cap Growth Portfolio (AASOX) has a higher volatility of 7.50% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| AASOX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 5.29% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.65% | 9.44% | +7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 18.10% | +7.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.33% | 16.82% | +23.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.32% | 17.99% | +15.33% |