ALEX vs. VOO
Compare and contrast key facts about Alexander & Baldwin, Inc. (ALEX) and Vanguard S&P 500 ETF (VOO).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALEX or VOO.
Correlation
The correlation between ALEX and VOO is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ALEX vs. VOO - Performance Comparison
Key characteristics
ALEX:
-0.04
VOO:
2.21
ALEX:
0.08
VOO:
2.93
ALEX:
1.01
VOO:
1.41
ALEX:
-0.02
VOO:
3.25
ALEX:
-0.09
VOO:
14.47
ALEX:
9.04%
VOO:
1.90%
ALEX:
19.56%
VOO:
12.43%
ALEX:
-69.78%
VOO:
-33.99%
ALEX:
-27.52%
VOO:
-2.87%
Returns By Period
In the year-to-date period, ALEX achieves a -2.98% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, ALEX has underperformed VOO with an annualized return of -1.46%, while VOO has yielded a comparatively higher 13.04% annualized return.
ALEX
-2.98%
-8.78%
10.53%
-0.62%
0.54%
-1.46%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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Risk-Adjusted Performance
ALEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alexander & Baldwin, Inc. (ALEX) 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.
Dividends
ALEX vs. VOO - Dividend Comparison
ALEX's dividend yield for the trailing twelve months is around 5.02%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALEX Alexander & Baldwin, Inc. | 5.02% | 4.64% | 4.43% | 2.67% | 1.98% | 3.29% | 0.00% | 58.15% | 0.56% | 0.59% | 0.43% | 1.20% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ALEX vs. VOO - Drawdown Comparison
The maximum ALEX drawdown since its inception was -69.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ALEX and VOO. For additional features, visit the drawdowns tool.
Volatility
ALEX vs. VOO - Volatility Comparison
Alexander & Baldwin, Inc. (ALEX) has a higher volatility of 5.37% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that ALEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.