ALBAX vs. VOO
Compare and contrast key facts about Alger Growth & Income Fund (ALBAX) and Vanguard S&P 500 ETF (VOO).
ALBAX is managed by Alger. It was launched on Dec 31, 1996. 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.
Performance
ALBAX vs. VOO - Performance Comparison
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ALBAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALBAX Alger Growth & Income Fund | -4.27% | 19.89% | 21.81% | 22.60% | -14.12% | 30.79% | 15.22% | 28.92% | -4.72% | 20.18% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
The year-to-date returns for both stocks are quite close, with ALBAX having a -4.27% return and VOO slightly lower at -4.42%. Both investments have delivered pretty close results over the past 10 years, with ALBAX having a 13.60% annualized return and VOO not far ahead at 14.05%.
ALBAX
- 1D
- -0.42%
- 1M
- -7.26%
- YTD
- -4.27%
- 6M
- -0.85%
- 1Y
- 19.30%
- 3Y*
- 17.80%
- 5Y*
- 12.48%
- 10Y*
- 13.60%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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ALBAX vs. VOO - Expense Ratio Comparison
ALBAX has a 0.98% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ALBAX vs. VOO — Risk / Return Rank
ALBAX
VOO
ALBAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Growth & Income Fund (ALBAX) 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.
| ALBAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.98 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.50 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.53 | +0.04 |
Martin ratioReturn relative to average drawdown | 7.60 | 7.29 | +0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ALBAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.98 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.70 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.83 | -0.20 |
Correlation
The correlation between ALBAX and VOO is 0.98, 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
ALBAX vs. VOO - Dividend Comparison
ALBAX's dividend yield for the trailing twelve months is around 0.95%, less than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALBAX Alger Growth & Income Fund | 0.95% | 0.74% | 1.08% | 0.98% | 1.24% | 4.17% | 2.55% | 5.00% | 6.75% | 2.35% | 1.56% | 3.75% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ALBAX vs. VOO - Drawdown Comparison
The maximum ALBAX drawdown since its inception was -40.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ALBAX and VOO.
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Drawdown Indicators
| ALBAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -33.99% | -6.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -11.98% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.06% | -24.52% | +2.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.26% | -33.99% | -0.27% |
Current DrawdownCurrent decline from peak | -7.86% | -6.29% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -3.72% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.52% | -0.16% |
Volatility
ALBAX vs. VOO - Volatility Comparison
The current volatility for Alger Growth & Income Fund (ALBAX) is 4.09%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that ALBAX 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.
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Volatility by Period
| ALBAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 5.29% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 9.44% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.20% | 18.10% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 16.82% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 17.99% | -0.79% |