AKRIX vs. VGT
Compare and contrast key facts about Akre Focus Fund (AKRIX) and Vanguard Information Technology ETF (VGT).
AKRIX is managed by Akre. It was launched on Aug 31, 2009. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AKRIX or VGT.
Correlation
The correlation between AKRIX and VGT is 0.79, 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
AKRIX vs. VGT - Performance Comparison
Key characteristics
AKRIX:
0.92
VGT:
1.38
AKRIX:
1.26
VGT:
1.86
AKRIX:
1.17
VGT:
1.25
AKRIX:
0.82
VGT:
1.95
AKRIX:
3.86
VGT:
7.00
AKRIX:
3.38%
VGT:
4.25%
AKRIX:
14.14%
VGT:
21.59%
AKRIX:
-34.14%
VGT:
-54.63%
AKRIX:
-10.11%
VGT:
-3.03%
Returns By Period
Over the past 10 years, AKRIX has underperformed VGT with an annualized return of 11.50%, while VGT has yielded a comparatively higher 20.96% annualized return.
AKRIX
0.00%
-10.11%
6.16%
13.04%
8.03%
11.50%
VGT
30.50%
0.98%
8.08%
30.50%
21.75%
20.96%
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AKRIX vs. VGT - Expense Ratio Comparison
AKRIX has a 1.04% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
AKRIX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Vanguard Information Technology ETF (VGT). 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
AKRIX vs. VGT - Dividend Comparison
AKRIX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AKRIX Akre Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
AKRIX vs. VGT - Drawdown Comparison
The maximum AKRIX drawdown since its inception was -34.14%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for AKRIX and VGT. For additional features, visit the drawdowns tool.
Volatility
AKRIX vs. VGT - Volatility Comparison
Akre Focus Fund (AKRIX) has a higher volatility of 6.29% compared to Vanguard Information Technology ETF (VGT) at 5.93%. This indicates that AKRIX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.