AEC1.DE vs. VOO
Compare and contrast key facts about American Express Company (AEC1.DE) and Vanguard S&P 500 ETF (VOO).
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: AEC1.DE or VOO.
Key characteristics
| AEC1.DE | VOO | |
|---|---|---|
| YTD Return | 29.74% | 9.19% |
| 1Y Return | 58.50% | 27.28% |
| 3Y Return (Ann) | 20.14% | 8.68% |
| 5Y Return (Ann) | 17.64% | 14.46% |
| Sharpe Ratio | 3.16 | 2.36 |
| Daily Std Dev | 20.22% | 11.57% |
| Max Drawdown | -48.32% | -33.99% |
| Current Drawdown | -2.46% | -1.24% |
Correlation
The correlation between AEC1.DE and VOO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AEC1.DE vs. VOO - Performance Comparison
In the year-to-date period, AEC1.DE achieves a 29.74% return, which is significantly higher than VOO's 9.19% 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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Risk-Adjusted Performance
AEC1.DE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AEC1.DE) 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
AEC1.DE vs. VOO - Dividend Comparison
AEC1.DE's dividend yield for the trailing twelve months is around 1.15%, less than VOO's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEC1.DE American Express Company | 1.15% | 1.37% | 1.45% | 1.18% | 1.78% | 1.43% | 1.71% | 1.57% | 1.28% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AEC1.DE vs. VOO - Drawdown Comparison
The maximum AEC1.DE drawdown since its inception was -48.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AEC1.DE and VOO. For additional features, visit the drawdowns tool.
Volatility
AEC1.DE vs. VOO - Volatility Comparison
American Express Company (AEC1.DE) has a higher volatility of 6.16% compared to Vanguard S&P 500 ETF (VOO) at 4.07%. This indicates that AEC1.DE'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.