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:
0.65
VOO:
-0.07
AKREX:
0.94
VOO:
0.01
AKREX:
1.12
VOO:
1.00
AKREX:
1.05
VOO:
-0.07
AKREX:
3.15
VOO:
-0.36
AKREX:
3.14%
VOO:
3.31%
AKREX:
15.16%
VOO:
15.79%
AKREX:
-31.93%
VOO:
-33.99%
AKREX:
-7.57%
VOO:
-17.13%
Returns By Period
In the year-to-date period, AKREX achieves a -0.87% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, AKREX has outperformed VOO with an annualized return of 13.12%, while VOO has yielded a comparatively lower 11.35% annualized return.
AKREX
-0.87%
-3.70%
-0.53%
9.75%
15.03%
13.12%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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 5.11%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKREX Akre Focus Fund Retail Class | 5.11% | 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 | 1.50% | 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 6.55%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. 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.