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:
1.02
VOO:
1.92
ADKSX:
1.55
VOO:
2.56
ADKSX:
1.19
VOO:
1.35
ADKSX:
1.93
VOO:
2.88
ADKSX:
5.55
VOO:
12.38
ADKSX:
3.31%
VOO:
1.96%
ADKSX:
18.05%
VOO:
12.70%
ADKSX:
-65.55%
VOO:
-33.99%
ADKSX:
-7.16%
VOO:
-4.16%
Returns By Period
In the year-to-date period, ADKSX achieves a -2.56% return, which is significantly lower than VOO's -0.91% return. Over the past 10 years, ADKSX has underperformed VOO with an annualized return of 4.19%, while VOO has yielded a comparatively higher 13.27% annualized return.
ADKSX
-2.56%
-6.48%
10.53%
19.38%
12.67%
4.19%
VOO
-0.91%
-3.61%
4.42%
23.50%
13.93%
13.27%
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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.
Risk-Adjusted Performance
ADKSX vs. VOO — Risk-Adjusted Performance Rank
ADKSX
VOO
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 1.26%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADKSX Adirondack Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.80% and 4.64%, 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.