AKREX vs. VOO
Compare and contrast key facts about Akre Focus Fund Retail Class (AKREX) and Vanguard S&P 500 ETF (VOO).
AKREX is managed by Akre. It was launched on Aug 31, 2009. 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: AKREX or VOO.
Correlation
The correlation between AKREX and VOO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AKREX vs. VOO - Performance Comparison
Key characteristics
AKREX:
0.82
VOO:
0.54
AKREX:
1.23
VOO:
0.88
AKREX:
1.17
VOO:
1.13
AKREX:
1.03
VOO:
0.55
AKREX:
4.12
VOO:
2.27
AKREX:
3.74%
VOO:
4.55%
AKREX:
18.78%
VOO:
19.19%
AKREX:
-31.93%
VOO:
-33.99%
AKREX:
-5.14%
VOO:
-9.90%
Returns By Period
In the year-to-date period, AKREX achieves a 1.74% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, AKREX has outperformed VOO with an annualized return of 13.52%, while VOO has yielded a comparatively lower 12.12% annualized return.
AKREX
1.74%
-1.02%
1.97%
16.76%
12.49%
13.52%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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AKREX vs. VOO - Expense Ratio Comparison
AKREX has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AKREX vs. VOO — Risk-Adjusted Performance Rank
AKREX
VOO
AKREX vs. VOO - Risk-Adjusted Performance Comparison
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.
Dividends
AKREX vs. VOO - Dividend Comparison
AKREX's dividend yield for the trailing twelve months is around 4.98%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKREX Akre Focus Fund Retail Class | 4.98% | 5.07% | 3.56% | 6.73% | 3.65% | 0.00% | 2.99% | 0.55% | 0.62% | 0.18% | 0.00% | 2.07% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AKREX vs. VOO - Drawdown Comparison
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.
Volatility
AKREX vs. VOO - Volatility Comparison
The current volatility for Akre Focus Fund Retail Class (AKREX) is 12.68%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.