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.
Key characteristics
| AATIX | VOO | |
|---|---|---|
| YTD Return | 6.37% | 7.31% |
| 1Y Return | 26.84% | 25.21% |
| 3Y Return (Ann) | 3.21% | 8.45% |
| 5Y Return (Ann) | 8.96% | 13.50% |
| 10Y Return (Ann) | 7.21% | 12.57% |
| Sharpe Ratio | 1.82 | 2.36 |
| Daily Std Dev | 16.07% | 11.75% |
| Max Drawdown | -43.17% | -33.99% |
| Current Drawdown | -3.91% | -2.94% |
Correlation
The correlation between AATIX and VOO is 0.82, 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
In the year-to-date period, AATIX achieves a 6.37% return, which is significantly lower than VOO's 7.31% return. Over the past 10 years, AATIX has underperformed VOO with an annualized return of 7.21%, while VOO has yielded a comparatively higher 12.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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 1.77%, more than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | 1.77% | 1.88% | 2.21% | 23.11% | 0.28% | 0.05% | 7.60% | 0.30% | 0.14% | 1.01% | 1.02% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AATIX vs. VOO - Drawdown Comparison
The maximum AATIX drawdown since its inception was -43.17%, 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 4.35% compared to Vanguard S&P 500 ETF (VOO) at 3.60%. 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.