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.
Key characteristics
| AMIGX | VOO | |
|---|---|---|
| YTD Return | 17.32% | 26.13% |
| 1Y Return | 25.37% | 33.91% |
| 3Y Return (Ann) | 7.10% | 9.98% |
| 5Y Return (Ann) | 16.82% | 15.61% |
| 10Y Return (Ann) | 15.06% | 13.33% |
| Sharpe Ratio | 1.67 | 2.82 |
| Sortino Ratio | 2.32 | 3.76 |
| Omega Ratio | 1.30 | 1.53 |
| Calmar Ratio | 2.29 | 4.05 |
| Martin Ratio | 8.27 | 18.48 |
| Ulcer Index | 3.02% | 1.85% |
| Daily Std Dev | 14.99% | 12.12% |
| Max Drawdown | -27.95% | -33.99% |
| Current Drawdown | -2.39% | -0.88% |
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
In the year-to-date period, AMIGX achieves a 17.32% return, which is significantly lower than VOO's 26.13% return. Over the past 10 years, AMIGX has outperformed VOO with an annualized return of 15.06%, while VOO has yielded a comparatively lower 13.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 0.28%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 0.28% | 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 | 1.24% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.72% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.