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:
-0.36
VOO:
0.56
AASOX:
-0.41
VOO:
0.92
AASOX:
0.95
VOO:
1.13
AASOX:
-0.17
VOO:
0.58
AASOX:
-0.87
VOO:
2.25
AASOX:
11.64%
VOO:
4.83%
AASOX:
25.94%
VOO:
19.11%
AASOX:
-60.50%
VOO:
-33.99%
AASOX:
-53.96%
VOO:
-7.55%
Returns By Period
In the year-to-date period, AASOX achieves a -14.26% return, which is significantly lower than VOO's -3.28% return. Over the past 10 years, AASOX has underperformed VOO with an annualized return of 0.77%, while VOO has yielded a comparatively higher 12.40% annualized return.
AASOX
-14.26%
16.56%
-19.30%
-9.22%
-1.46%
0.77%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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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 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 0.45%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASOX Alger Small Cap Growth Portfolio | 0.45% | 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 | 1.34% | 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 -60.50%, 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 12.55% compared to Vanguard S&P 500 ETF (VOO) at 11.03%. 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.