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 0.71, 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
ALOIX vs. VOOG - Performance Comparison
Key characteristics
ALOIX:
0.49
VOOG:
0.64
ALOIX:
0.68
VOOG:
1.02
ALOIX:
1.11
VOOG:
1.14
ALOIX:
0.13
VOOG:
0.71
ALOIX:
1.43
VOOG:
2.38
ALOIX:
4.82%
VOOG:
6.58%
ALOIX:
14.83%
VOOG:
24.78%
ALOIX:
-79.17%
VOOG:
-32.73%
ALOIX:
-43.90%
VOOG:
-8.78%
Returns By Period
In the year-to-date period, ALOIX achieves a 8.78% return, which is significantly higher than VOOG's -4.07% return. Over the past 10 years, ALOIX has underperformed VOOG with an annualized return of 0.23%, while VOOG has yielded a comparatively higher 14.24% annualized return.
ALOIX
8.78%
16.05%
4.83%
7.15%
3.72%
0.23%
VOOG
-4.07%
17.21%
-3.28%
15.76%
16.17%
14.24%
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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 3.21%, more than VOOG's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALOIX Virtus International Small-Cap Fund | 3.21% | 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 | 0.58% | 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 4.90%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 13.31%. 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.