ADKSX vs. VOO
Compare and contrast key facts about Adirondack Small Cap Fund (ADKSX) and Vanguard S&P 500 ETF (VOO).
ADKSX is managed by Adirondack Funds. It was launched on Apr 6, 2005. 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: ADKSX or VOO.
Correlation
The correlation between ADKSX and VOO is 0.77, 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
ADKSX vs. VOO - Performance Comparison
Key characteristics
ADKSX:
1.77
VOO:
2.92
ADKSX:
2.57
VOO:
3.86
ADKSX:
1.32
VOO:
1.54
ADKSX:
3.38
VOO:
4.22
ADKSX:
9.62
VOO:
19.12
ADKSX:
3.35%
VOO:
1.86%
ADKSX:
18.16%
VOO:
12.18%
ADKSX:
-65.55%
VOO:
-33.99%
ADKSX:
-1.15%
VOO:
0.00%
Returns By Period
In the year-to-date period, ADKSX achieves a 23.52% return, which is significantly lower than VOO's 29.20% return. Over the past 10 years, ADKSX has underperformed VOO with an annualized return of 4.03%, while VOO has yielded a comparatively higher 13.49% annualized return.
ADKSX
23.52%
4.54%
19.72%
31.19%
14.56%
4.03%
VOO
29.20%
2.86%
14.62%
34.56%
15.93%
13.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ADKSX vs. VOO - Expense Ratio Comparison
ADKSX has a 1.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ADKSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adirondack Small Cap Fund (ADKSX) 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
ADKSX vs. VOO - Dividend Comparison
ADKSX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADKSX Adirondack Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
ADKSX vs. VOO - Drawdown Comparison
The maximum ADKSX drawdown since its inception was -65.55%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ADKSX and VOO. For additional features, visit the drawdowns tool.
Volatility
ADKSX vs. VOO - Volatility Comparison
Adirondack Small Cap Fund (ADKSX) has a higher volatility of 3.66% compared to Vanguard S&P 500 ETF (VOO) at 2.20%. This indicates that ADKSX'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.