AEP vs. VOO
Compare and contrast key facts about American Electric Power Company, Inc. (AEP) 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: AEP or VOO.
Key characteristics
AEP | VOO | |
---|---|---|
YTD Return | 8.18% | 6.24% |
1Y Return | -1.79% | 26.43% |
3Y Return (Ann) | 3.49% | 8.07% |
5Y Return (Ann) | 4.10% | 13.29% |
10Y Return (Ann) | 8.60% | 12.51% |
Sharpe Ratio | -0.20 | 2.21 |
Daily Std Dev | 20.49% | 11.73% |
Max Drawdown | -62.75% | -33.99% |
Current Drawdown | -12.25% | -3.90% |
Correlation
The correlation between AEP and VOO is 0.35, 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
AEP vs. VOO - Performance Comparison
In the year-to-date period, AEP achieves a 8.18% return, which is significantly higher than VOO's 6.24% return. Over the past 10 years, AEP has underperformed VOO with an annualized return of 8.60%, while VOO has yielded a comparatively higher 12.51% annualized 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
AEP vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Electric Power Company, Inc. (AEP) 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
AEP vs. VOO - Dividend Comparison
AEP's dividend yield for the trailing twelve months is around 3.94%, more than VOO's 1.39% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Electric Power Company, Inc. | 3.94% | 4.15% | 3.34% | 3.37% | 3.41% | 2.87% | 3.39% | 3.25% | 3.61% | 3.69% | 3.34% | 4.17% |
Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AEP vs. VOO - Drawdown Comparison
The maximum AEP drawdown since its inception was -62.75%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AEP and VOO. For additional features, visit the drawdowns tool.
Volatility
AEP vs. VOO - Volatility Comparison
American Electric Power Company, Inc. (AEP) has a higher volatility of 6.43% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. This indicates that AEP'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.