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 0.92, 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
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Key characteristics
AMIGX:
-0.06
VOO:
0.58
AMIGX:
0.12
VOO:
0.96
AMIGX:
1.02
VOO:
1.14
AMIGX:
-0.02
VOO:
0.62
AMIGX:
-0.07
VOO:
2.36
AMIGX:
8.04%
VOO:
4.90%
AMIGX:
21.80%
VOO:
19.45%
AMIGX:
-28.01%
VOO:
-33.99%
AMIGX:
-8.42%
VOO:
-4.62%
Returns By Period
In the year-to-date period, AMIGX achieves a -1.02% return, which is significantly lower than VOO's -0.22% return. Over the past 10 years, AMIGX has underperformed VOO with an annualized return of 8.84%, while VOO has yielded a comparatively higher 12.59% annualized return.
AMIGX
-1.02%
16.67%
-4.61%
-1.11%
11.34%
12.70%
8.84%
VOO
-0.22%
13.42%
-0.65%
11.15%
16.14%
16.32%
12.59%
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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 Rank
AMIGX
VOO
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.
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Dividends
AMIGX vs. VOO - Dividend Comparison
AMIGX's dividend yield for the trailing twelve months is around 0.10%, less than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 0.10% | 0.10% | 0.33% | 0.43% | 0.28% | 0.44% | 0.59% | 0.62% | 0.73% | 0.90% | 0.71% | 0.53% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AMIGX vs. VOO - Drawdown Comparison
The maximum AMIGX drawdown since its inception was -28.01%, 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.
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Volatility
AMIGX vs. VOO - Volatility Comparison
Amana Growth Fund (AMIGX) has a higher volatility of 5.24% compared to Vanguard S&P 500 ETF (VOO) at 4.80%. 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.
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