ABEMX vs. VOO
Compare and contrast key facts about abrdn Emerging Markets Fund (ABEMX) and Vanguard S&P 500 ETF (VOO).
ABEMX is managed by Aberdeen. It was launched on May 10, 2007. 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: ABEMX or VOO.
Key characteristics
ABEMX | VOO | |
---|---|---|
YTD Return | 4.57% | 14.47% |
1Y Return | 9.19% | 23.28% |
3Y Return (Ann) | -9.22% | 7.84% |
5Y Return (Ann) | 1.58% | 14.52% |
10Y Return (Ann) | 1.32% | 12.57% |
Sharpe Ratio | 0.54 | 1.81 |
Daily Std Dev | 13.54% | 12.65% |
Max Drawdown | -56.78% | -33.99% |
Current Drawdown | -31.34% | -4.32% |
Correlation
The correlation between ABEMX and VOO is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ABEMX vs. VOO - Performance Comparison
In the year-to-date period, ABEMX achieves a 4.57% return, which is significantly lower than VOO's 14.47% return. Over the past 10 years, ABEMX has underperformed VOO with an annualized return of 1.32%, 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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ABEMX vs. VOO - Expense Ratio Comparison
ABEMX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ABEMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Emerging Markets Fund (ABEMX) 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
ABEMX vs. VOO - Dividend Comparison
ABEMX's dividend yield for the trailing twelve months is around 1.36%, more than VOO's 1.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ABEMX abrdn Emerging Markets Fund | 1.36% | 1.42% | 1.82% | 11.80% | 0.87% | 1.85% | 1.57% | 1.32% | 1.23% | 2.62% | 4.74% | 1.40% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ABEMX vs. VOO - Drawdown Comparison
The maximum ABEMX drawdown since its inception was -56.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ABEMX and VOO. For additional features, visit the drawdowns tool.
Volatility
ABEMX vs. VOO - Volatility Comparison
abrdn Emerging Markets Fund (ABEMX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.73% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.