AKRIX vs. VOOG
Compare and contrast key facts about Akre Focus Fund (AKRIX) and Vanguard S&P 500 Growth ETF (VOOG).
AKRIX is managed by Akre. It was launched on Aug 31, 2009. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: AKRIX or VOOG.
Correlation
The correlation between AKRIX and VOOG 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
AKRIX vs. VOOG - Performance Comparison
Key characteristics
AKRIX:
0.84
VOOG:
0.65
AKRIX:
1.25
VOOG:
1.05
AKRIX:
1.18
VOOG:
1.15
AKRIX:
1.05
VOOG:
0.73
AKRIX:
4.22
VOOG:
2.58
AKRIX:
3.73%
VOOG:
6.30%
AKRIX:
18.78%
VOOG:
24.91%
AKRIX:
-31.77%
VOOG:
-32.73%
AKRIX:
-5.11%
VOOG:
-11.72%
Returns By Period
In the year-to-date period, AKRIX achieves a 1.81% return, which is significantly higher than VOOG's -7.16% return. Both investments have delivered pretty close results over the past 10 years, with AKRIX having a 13.91% annualized return and VOOG not far ahead at 14.01%.
AKRIX
1.81%
0.81%
2.09%
17.06%
12.90%
13.91%
VOOG
-7.16%
1.69%
-3.25%
14.70%
16.54%
14.01%
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AKRIX vs. VOOG - Expense Ratio Comparison
AKRIX has a 1.04% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
AKRIX vs. VOOG — Risk-Adjusted Performance Rank
AKRIX
VOOG
AKRIX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Vanguard S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
AKRIX's dividend yield for the trailing twelve months is around 4.76%, more than VOOG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKRIX Akre Focus Fund | 4.76% | 4.84% | 3.42% | 6.49% | 3.54% | 0.00% | 2.92% | 0.54% | 0.60% | 0.18% | 0.00% | 2.05% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
AKRIX vs. VOOG - Drawdown Comparison
The maximum AKRIX drawdown since its inception was -31.77%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for AKRIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
AKRIX vs. VOOG - Volatility Comparison
The current volatility for Akre Focus Fund (AKRIX) is 12.68%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 16.37%. This indicates that AKRIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.