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:
1.07
VOO:
2.30
AATIX:
1.57
VOO:
3.05
AATIX:
1.19
VOO:
1.43
AATIX:
0.73
VOO:
3.39
AATIX:
5.55
VOO:
15.10
AATIX:
3.29%
VOO:
1.90%
AATIX:
17.11%
VOO:
12.48%
AATIX:
-46.34%
VOO:
-33.99%
AATIX:
-7.41%
VOO:
-0.76%
Returns By Period
In the year-to-date period, AATIX achieves a 19.18% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, AATIX has underperformed VOO with an annualized return of 4.43%, while VOO has yielded a comparatively higher 13.23% annualized return.
AATIX
19.18%
-6.00%
13.92%
18.29%
5.60%
4.43%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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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 0.80%, less than VOO's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | 0.00% | 0.95% | 0.00% | 0.46% | 0.28% | 0.05% | 0.23% | 0.30% | 0.14% | 0.11% | 1.02% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 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 -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 4.87% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. 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.