AATIX vs. VOO
Compare and contrast key facts about Ancora/Thelen Small-Mid Cap Fund (AATIX) and Vanguard S&P 500 ETF (VOO).
AATIX is managed by Ancora. It was launched on Jan 2, 2013. 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
AATIX vs. VOO - Performance Comparison
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AATIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | -4.99% | 4.07% | 10.12% | 21.23% | -17.34% | 24.46% | 12.14% | 24.90% | -12.42% | 19.06% |
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, AATIX achieves a -4.99% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, AATIX has underperformed VOO with an annualized return of 8.45%, while VOO has yielded a comparatively higher 14.05% annualized return.
AATIX
- 1D
- -0.81%
- 1M
- -11.51%
- YTD
- -4.99%
- 6M
- -5.49%
- 1Y
- 5.67%
- 3Y*
- 8.50%
- 5Y*
- 3.56%
- 10Y*
- 8.45%
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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AATIX vs. VOO - Expense Ratio Comparison
AATIX has a 1.22% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AATIX vs. VOO — Risk / Return Rank
AATIX
VOO
AATIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora/Thelen Small-Mid Cap Fund (AATIX) 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.
| AATIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.98 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.50 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 1.53 | -1.25 |
Martin ratioReturn relative to average drawdown | 0.89 | 7.29 | -6.40 |
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
| AATIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.98 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.70 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.78 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.83 | -0.82 |
Correlation
The correlation between AATIX 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.
Dividends
AATIX vs. VOO - Dividend Comparison
AATIX's dividend yield for the trailing twelve months is around 9.23%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | 9.23% | 8.77% | 0.00% | 1.88% | 2.21% | 23.11% | 0.28% | 0.05% | 7.60% | 7.54% | 0.14% | 1.01% |
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
AATIX vs. VOO - Drawdown Comparison
The maximum AATIX drawdown since its inception was -97.10%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AATIX and VOO.
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Drawdown Indicators
| AATIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.10% | -33.99% | -63.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -11.98% | -1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -97.10% | -24.52% | -72.58% |
Max Drawdown (10Y)Largest decline over 10 years | -97.10% | -33.99% | -63.11% |
Current DrawdownCurrent decline from peak | -96.49% | -6.29% | -90.20% |
Average DrawdownAverage peak-to-trough decline | -14.77% | -3.72% | -11.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 2.52% | +1.92% |
Volatility
AATIX vs. VOO - Volatility Comparison
Ancora/Thelen Small-Mid Cap Fund (AATIX) has a higher volatility of 6.02% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that AATIX'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
| AATIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 5.29% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 9.44% | +2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 18.10% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,170.00% | 16.82% | +1,153.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 827.32% | 17.99% | +809.33% |