AKREX vs. VOO

In the year-to-date period, AKREX achieves a 21.61% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, AKREX has underperformed VOO with an annualized return of 11.76%, while VOO has yielded a comparatively higher 13.18% 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 1.93, which is comparable to the VOO Sharpe Ratio of 2.70. 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.24%.

The maximum AKREX drawdown since its inception was -34.37%, roughly equal to 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.

The current volatility for Akre Focus Fund Retail Class (AKREX) is 3.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. This indicates that AKREX 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.