AFL vs. VOO
Compare and contrast key facts about Aflac Incorporated (AFL) 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: AFL or VOO.
Key characteristics
| AFL | VOO | |
|---|---|---|
| YTD Return | 1.50% | 7.94% |
| 1Y Return | 27.49% | 28.21% |
| 3Y Return (Ann) | 17.71% | 8.82% |
| 5Y Return (Ann) | 13.26% | 13.59% |
| 10Y Return (Ann) | 13.13% | 12.69% |
| Sharpe Ratio | 1.37 | 2.33 |
| Daily Std Dev | 19.31% | 11.70% |
| Max Drawdown | -82.71% | -33.99% |
| Current Drawdown | -3.09% | -2.36% |
Correlation
The correlation between AFL and VOO is 0.65, 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
AFL vs. VOO - Performance Comparison
In the year-to-date period, AFL achieves a 1.50% return, which is significantly lower than VOO's 7.94% return. Both investments have delivered pretty close results over the past 10 years, with AFL having a 13.13% annualized return and VOO not far behind at 12.69%. 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
AFL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aflac Incorporated (AFL) 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
AFL vs. VOO - Dividend Comparison
AFL's dividend yield for the trailing twelve months is around 2.12%, more than VOO's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL Aflac Incorporated | 2.12% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% | 2.13% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AFL vs. VOO - Drawdown Comparison
The maximum AFL drawdown since its inception was -82.71%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AFL and VOO. For additional features, visit the drawdowns tool.
Volatility
AFL vs. VOO - Volatility Comparison
Aflac Incorporated (AFL) has a higher volatility of 6.35% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that AFL'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.