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 0.83, 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:
0.92
VOOG:
2.07
AKRIX:
1.26
VOOG:
2.69
AKRIX:
1.17
VOOG:
1.37
AKRIX:
0.82
VOOG:
2.84
AKRIX:
3.86
VOOG:
11.27
AKRIX:
3.38%
VOOG:
3.25%
AKRIX:
14.14%
VOOG:
17.69%
AKRIX:
-34.14%
VOOG:
-32.73%
AKRIX:
-10.11%
VOOG:
-2.82%
Returns By Period
Over the past 10 years, AKRIX has underperformed VOOG with an annualized return of 11.50%, while VOOG has yielded a comparatively higher 15.30% annualized return.
AKRIX
0.00%
-10.11%
6.16%
13.04%
8.03%
11.50%
VOOG
37.07%
1.64%
10.20%
37.07%
17.24%
15.30%
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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 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 has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.48%.
| 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 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 -34.14%, 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
Akre Focus Fund (AKRIX) has a higher volatility of 6.29% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.25%. This indicates that AKRIX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.