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.
Performance
ADKSX vs. VOO - Performance Comparison
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ADKSX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADKSX Adirondack Small Cap Fund | -0.03% | 12.58% | 19.55% | 16.59% | -1.39% | 26.11% | 6.10% | 15.96% | -23.30% | 10.62% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, ADKSX achieves a -0.03% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, ADKSX has underperformed VOO with an annualized return of 9.39%, while VOO has yielded a comparatively higher 14.05% annualized return.
ADKSX
- 1D
- -0.57%
- 1M
- -6.72%
- YTD
- -0.03%
- 6M
- 3.41%
- 1Y
- 19.85%
- 3Y*
- 15.16%
- 5Y*
- 10.79%
- 10Y*
- 9.39%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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ADKSX vs. VOO - Expense Ratio Comparison
ADKSX has a 1.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ADKSX vs. VOO — Risk / Return Rank
ADKSX
VOO
ADKSX vs. VOO - Risk-Adjusted Trends 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.
| ADKSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.98 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.50 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.53 | -0.27 |
Martin ratioReturn relative to average drawdown | 4.96 | 7.29 | -2.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ADKSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.98 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.70 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.78 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.83 | -0.82 |
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.
Dividends
ADKSX vs. VOO - Dividend Comparison
ADKSX's dividend yield for the trailing twelve months is around 8.20%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADKSX Adirondack Small Cap Fund | 8.20% | 8.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.28% | 15.62% | 10.09% | 3.18% | 3.45% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ADKSX vs. VOO - Drawdown Comparison
The maximum ADKSX drawdown since its inception was -97.31%, 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.
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Drawdown Indicators
| ADKSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.31% | -33.99% | -63.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -11.98% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -97.31% | -24.52% | -72.79% |
Max Drawdown (10Y)Largest decline over 10 years | -97.31% | -33.99% | -63.32% |
Current DrawdownCurrent decline from peak | -96.30% | -6.29% | -90.01% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -3.72% | -10.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.52% | +1.12% |
Volatility
ADKSX vs. VOO - Volatility Comparison
The current volatility for Adirondack Small Cap Fund (ADKSX) is 4.81%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that ADKSX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADKSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 5.29% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 9.44% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 18.10% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,304.39% | 16.82% | +1,287.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 922.30% | 17.99% | +904.31% |