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.
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.
Performance
AASOX vs. VOO - Performance Comparison
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Key characteristics
AASOX:
-0.21
VOO:
0.70
AASOX:
-0.20
VOO:
1.05
AASOX:
0.98
VOO:
1.15
AASOX:
-0.11
VOO:
0.69
AASOX:
-0.55
VOO:
2.62
AASOX:
12.42%
VOO:
4.93%
AASOX:
26.24%
VOO:
19.55%
AASOX:
-60.51%
VOO:
-33.99%
AASOX:
-52.06%
VOO:
-3.45%
Returns By Period
In the year-to-date period, AASOX achieves a -10.72% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, AASOX has underperformed VOO with an annualized return of 6.12%, while VOO has yielded a comparatively higher 12.81% annualized return.
AASOX
-10.72%
6.93%
-17.24%
-5.53%
-0.52%
-1.83%
6.12%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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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.
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Dividends
AASOX vs. VOO - Dividend Comparison
AASOX's dividend yield for the trailing twelve months is around 0.43%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASOX Alger Small Cap Growth Portfolio | 0.43% | 0.38% | 0.00% | 22.43% | 49.73% | 6.88% | 5.59% | 4.58% | 0.00% | 15.96% | 40.96% | 10.12% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -60.51%, 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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Volatility
AASOX vs. VOO - Volatility Comparison
Alger Small Cap Growth Portfolio (AASOX) has a higher volatility of 6.50% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. 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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