AMIGX vs. VOO
Compare and contrast key facts about Amana Growth Fund (AMIGX) and Vanguard S&P 500 ETF (VOO).
AMIGX is managed by Amana. It was launched on Sep 25, 2013. 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: AMIGX or VOO.
Correlation
The correlation between AMIGX and VOO is 0.93, 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
AMIGX vs. VOO - Performance Comparison
Key characteristics
AMIGX:
0.91
VOO:
2.25
AMIGX:
1.30
VOO:
2.98
AMIGX:
1.17
VOO:
1.42
AMIGX:
1.33
VOO:
3.31
AMIGX:
4.59
VOO:
14.77
AMIGX:
3.16%
VOO:
1.90%
AMIGX:
15.95%
VOO:
12.46%
AMIGX:
-27.95%
VOO:
-33.99%
AMIGX:
-6.98%
VOO:
-2.47%
Returns By Period
In the year-to-date period, AMIGX achieves a 12.24% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, AMIGX has outperformed VOO with an annualized return of 14.19%, while VOO has yielded a comparatively lower 13.08% annualized return.
AMIGX
12.24%
-3.11%
-3.39%
13.11%
15.20%
14.19%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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AMIGX vs. VOO - Expense Ratio Comparison
AMIGX has a 0.67% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AMIGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) 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
AMIGX vs. VOO - Dividend Comparison
AMIGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 0.00% | 0.33% | 0.43% | 0.28% | 0.44% | 0.59% | 0.62% | 0.73% | 0.90% | 0.71% | 0.53% | 0.76% |
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
AMIGX vs. VOO - Drawdown Comparison
The maximum AMIGX drawdown since its inception was -27.95%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMIGX and VOO. For additional features, visit the drawdowns tool.
Volatility
AMIGX vs. VOO - Volatility Comparison
Amana Growth Fund (AMIGX) has a higher volatility of 5.88% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that AMIGX'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.