ADPV vs. VOO
Compare and contrast key facts about Adaptiv Select ETF (ADPV) and Vanguard S&P 500 ETF (VOO).
ADPV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ADPV is an actively managed fund by Adaptiv. It was launched on Nov 3, 2022. 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: ADPV or VOO.
Key characteristics
| ADPV | VOO | |
|---|---|---|
| YTD Return | 28.24% | 19.30% |
| 1Y Return | 28.87% | 28.36% |
| Sharpe Ratio | 1.48 | 2.26 |
| Daily Std Dev | 19.77% | 12.63% |
| Max Drawdown | -14.73% | -33.99% |
| Current Drawdown | -0.43% | -0.28% |
Correlation
The correlation between ADPV and VOO is 0.67, 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
ADPV vs. VOO - Performance Comparison
In the year-to-date period, ADPV achieves a 28.24% return, which is significantly higher than VOO's 19.30% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ADPV vs. VOO - Expense Ratio Comparison
ADPV has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ADPV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adaptiv Select ETF (ADPV) 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
ADPV vs. VOO - Dividend Comparison
ADPV's dividend yield for the trailing twelve months is around 0.17%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADPV Adaptiv Select ETF | 0.17% | 0.22% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ADPV vs. VOO - Drawdown Comparison
The maximum ADPV drawdown since its inception was -14.73%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ADPV and VOO. For additional features, visit the drawdowns tool.
Volatility
ADPV vs. VOO - Volatility Comparison
Adaptiv Select ETF (ADPV) has a higher volatility of 4.97% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that ADPV'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.