AKREX vs. VOO

In the year-to-date period, AKREX achieves a 7.95% return, which is significantly higher than VOO's 1.73% return. Over the past 10 years, AKREX has outperformed VOO with an annualized return of 13.95%, while VOO has yielded a comparatively lower 12.83% annualized return.

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AKREX has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund Retail Class (AKREX) 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.

The current AKREX Sharpe Ratio is 1.03, which is higher than the VOO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of AKREX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AKREX's dividend yield for the trailing twelve months is around 4.70%, more than VOO's 1.28% yield.

The maximum AKREX drawdown since its inception was -31.93%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AKREX and VOO. For additional features, visit the drawdowns tool.

Akre Focus Fund Retail Class (AKREX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.23% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.