ALAFX vs. VOOG
Compare and contrast key facts about Alger Focus Equity A Fund (ALAFX) and Vanguard S&P 500 Growth ETF (VOOG).
ALAFX is an actively managed fund by Alger. It was launched on Nov 8, 1993. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
ALAFX vs. VOOG - Performance Comparison
Loading graphics...
ALAFX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALAFX Alger Focus Equity A Fund | -9.39% | 39.65% | 51.72% | 44.15% | -35.95% | 20.00% | 45.73% | 33.84% | 1.33% | 28.70% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, ALAFX achieves a -9.39% return, which is significantly lower than VOOG's -6.97% return. Over the past 10 years, ALAFX has outperformed VOOG with an annualized return of 18.81%, while VOOG has yielded a comparatively lower 15.86% annualized return.
ALAFX
- 1D
- 4.94%
- 1M
- -4.35%
- YTD
- -9.39%
- 6M
- -10.40%
- 1Y
- 40.70%
- 3Y*
- 34.13%
- 5Y*
- 15.27%
- 10Y*
- 18.81%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALAFX vs. VOOG - Expense Ratio Comparison
ALAFX has a 0.95% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
ALAFX vs. VOOG — Risk / Return Rank
ALAFX
VOOG
ALAFX vs. VOOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity A Fund (ALAFX) 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.
| ALAFX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.05 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.62 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.76 | +0.63 |
Martin ratioReturn relative to average drawdown | 8.06 | 6.81 | +1.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ALAFX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.05 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.77 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.84 | -0.03 |
Correlation
The correlation between ALAFX and VOOG is 0.95, 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.
Dividends
ALAFX vs. VOOG - Dividend Comparison
ALAFX's dividend yield for the trailing twelve months is around 8.73%, more than VOOG's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALAFX Alger Focus Equity A Fund | 8.73% | 7.91% | 0.00% | 0.10% | 0.06% | 14.09% | 6.28% | 1.98% | 5.41% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
ALAFX vs. VOOG - Drawdown Comparison
The maximum ALAFX drawdown since its inception was -43.65%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for ALAFX and VOOG.
Loading graphics...
Drawdown Indicators
| ALAFX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.65% | -32.73% | -10.92% |
Max Drawdown (1Y)Largest decline over 1 year | -17.58% | -13.71% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -43.65% | -32.73% | -10.92% |
Max Drawdown (10Y)Largest decline over 10 years | -43.65% | -32.73% | -10.92% |
Current DrawdownCurrent decline from peak | -13.50% | -9.07% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -5.01% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.21% | 3.54% | +1.67% |
Volatility
ALAFX vs. VOOG - Volatility Comparison
Alger Focus Equity A Fund (ALAFX) has a higher volatility of 9.22% compared to Vanguard S&P 500 Growth ETF (VOOG) at 7.28%. This indicates that ALAFX'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.
Loading graphics...
Volatility by Period
| ALAFX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.22% | 7.28% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.06% | 12.68% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.51% | 22.28% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 21.16% | +5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 20.65% | +3.25% |