AIMNX vs. VOO
Compare and contrast key facts about Horizon Active Income Fund (AIMNX) and Vanguard S&P 500 ETF (VOO).
AIMNX is managed by Horizon Investments. It was launched on Sep 29, 2013. 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.
Performance
AIMNX vs. VOO - Performance Comparison
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AIMNX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIMNX Horizon Active Income Fund | -0.50% | 5.04% | 1.77% | 5.03% | -14.95% | -0.78% | 7.65% | 8.67% | -4.77% | 4.10% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AIMNX achieves a -0.50% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, AIMNX has underperformed VOO with an annualized return of 0.64%, while VOO has yielded a comparatively higher 14.14% annualized return.
AIMNX
- 1D
- 0.38%
- 1M
- -1.72%
- YTD
- -0.50%
- 6M
- 0.10%
- 1Y
- 2.09%
- 3Y*
- 2.95%
- 5Y*
- -0.66%
- 10Y*
- 0.64%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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AIMNX vs. VOO - Expense Ratio Comparison
AIMNX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AIMNX vs. VOO — Risk / Return Rank
AIMNX
VOO
AIMNX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Income Fund (AIMNX) 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.
| AIMNX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.01 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.53 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.55 | -0.71 |
Martin ratioReturn relative to average drawdown | 2.23 | 7.31 | -5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIMNX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.01 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.71 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.79 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.83 | -0.67 |
Correlation
The correlation between AIMNX and VOO is 0.20, 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.
Dividends
AIMNX vs. VOO - Dividend Comparison
AIMNX's dividend yield for the trailing twelve months is around 4.08%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIMNX Horizon Active Income Fund | 4.08% | 4.03% | 4.29% | 3.78% | 1.69% | 1.88% | 1.86% | 2.73% | 3.51% | 2.47% | 1.60% | 1.66% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AIMNX vs. VOO - Drawdown Comparison
The maximum AIMNX drawdown since its inception was -19.68%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AIMNX and VOO.
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Drawdown Indicators
| AIMNX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.68% | -33.99% | +14.31% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -11.98% | +8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -19.63% | -24.52% | +4.89% |
Max Drawdown (10Y)Largest decline over 10 years | -19.68% | -33.99% | +14.31% |
Current DrawdownCurrent decline from peak | -6.02% | -5.55% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -3.72% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 2.55% | -1.39% |
Volatility
AIMNX vs. VOO - Volatility Comparison
The current volatility for Horizon Active Income Fund (AIMNX) is 1.85%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that AIMNX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIMNX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 5.34% | -3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 9.47% | -6.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 18.11% | -13.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.57% | 16.82% | -11.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 17.99% | -12.93% |