ALOIX vs. VOOG
Compare and contrast key facts about Virtus International Small-Cap Fund (ALOIX) and Vanguard S&P 500 Growth ETF (VOOG).
ALOIX is managed by Allianz Global Investors. It was launched on Dec 30, 1997. 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: ALOIX or VOOG.
Correlation
The correlation between ALOIX and VOOG is 0.68, 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
ALOIX vs. VOOG - Performance Comparison
Key characteristics
ALOIX:
0.50
VOOG:
1.84
ALOIX:
0.71
VOOG:
2.40
ALOIX:
1.10
VOOG:
1.33
ALOIX:
0.12
VOOG:
2.58
ALOIX:
1.42
VOOG:
9.97
ALOIX:
4.15%
VOOG:
3.33%
ALOIX:
11.81%
VOOG:
18.02%
ALOIX:
-79.17%
VOOG:
-32.73%
ALOIX:
-46.60%
VOOG:
-0.03%
Returns By Period
In the year-to-date period, ALOIX achieves a 3.53% return, which is significantly lower than VOOG's 5.07% return. Over the past 10 years, ALOIX has underperformed VOOG with an annualized return of 0.33%, while VOOG has yielded a comparatively higher 15.29% annualized return.
ALOIX
3.53%
4.38%
-1.09%
4.25%
-0.55%
0.33%
VOOG
5.07%
2.71%
14.06%
32.30%
16.24%
15.29%
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ALOIX vs. VOOG - Expense Ratio Comparison
ALOIX has a 1.04% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
ALOIX vs. VOOG — Risk-Adjusted Performance Rank
ALOIX
VOOG
ALOIX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus International Small-Cap Fund (ALOIX) 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
ALOIX vs. VOOG - Dividend Comparison
ALOIX's dividend yield for the trailing twelve months is around 3.38%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALOIX Virtus International Small-Cap Fund | 3.38% | 3.50% | 4.93% | 1.25% | 2.47% | 1.06% | 1.62% | 1.45% | 1.22% | 1.04% | 0.54% | 0.38% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
ALOIX vs. VOOG - Drawdown Comparison
The maximum ALOIX drawdown since its inception was -79.17%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for ALOIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
ALOIX vs. VOOG - Volatility Comparison
The current volatility for Virtus International Small-Cap Fund (ALOIX) is 2.12%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.57%. This indicates that ALOIX 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.