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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AATIX or VOO.
Correlation
The correlation between AATIX and VOO is 0.81, 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
AATIX vs. VOO - Performance Comparison
Key characteristics
AATIX:
0.78
VOO:
1.94
AATIX:
1.11
VOO:
2.60
AATIX:
1.16
VOO:
1.35
AATIX:
0.62
VOO:
2.92
AATIX:
2.88
VOO:
12.23
AATIX:
5.05%
VOO:
2.02%
AATIX:
18.72%
VOO:
12.74%
AATIX:
-46.34%
VOO:
-33.99%
AATIX:
-10.84%
VOO:
-1.31%
Returns By Period
In the year-to-date period, AATIX achieves a 4.04% return, which is significantly higher than VOO's 2.70% return. Over the past 10 years, AATIX has underperformed VOO with an annualized return of 4.27%, while VOO has yielded a comparatively higher 13.41% annualized return.
AATIX
4.04%
3.11%
8.48%
16.95%
4.92%
4.27%
VOO
2.70%
1.64%
16.03%
23.86%
14.34%
13.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AATIX vs. VOO - Expense Ratio Comparison
AATIX has a 1.22% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AATIX vs. VOO — Risk-Adjusted Performance Rank
AATIX
VOO
AATIX vs. VOO - Risk-Adjusted Performance 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.
Dividends
AATIX vs. VOO - Dividend Comparison
AATIX's dividend yield for the trailing twelve months is around 0.18%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | 0.18% | 0.19% | 0.95% | 0.00% | 0.46% | 0.28% | 0.05% | 0.23% | 0.30% | 0.14% | 0.11% | 1.02% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AATIX vs. VOO - Drawdown Comparison
The maximum AATIX drawdown since its inception was -46.34%, 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. For additional features, visit the drawdowns tool.
Volatility
AATIX vs. VOO - Volatility Comparison
Ancora/Thelen Small-Mid Cap Fund (AATIX) has a higher volatility of 4.41% compared to Vanguard S&P 500 ETF (VOO) at 4.01%. 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.