ANNPX vs. VO
Compare and contrast key facts about Virtus Convertible Fund (ANNPX) and Vanguard Mid-Cap ETF (VO).
ANNPX is managed by Allianz Global Investors. It was launched on Apr 18, 1993. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANNPX or VO.
Correlation
The correlation between ANNPX and VO is 0.90, 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
ANNPX vs. VO - Performance Comparison
Key characteristics
ANNPX:
1.65
VO:
1.54
ANNPX:
2.27
VO:
2.15
ANNPX:
1.29
VO:
1.27
ANNPX:
0.50
VO:
2.57
ANNPX:
7.99
VO:
6.88
ANNPX:
2.06%
VO:
2.74%
ANNPX:
9.93%
VO:
12.26%
ANNPX:
-39.62%
VO:
-58.88%
ANNPX:
-19.66%
VO:
-2.72%
Returns By Period
In the year-to-date period, ANNPX achieves a 2.72% return, which is significantly lower than VO's 4.40% return. Over the past 10 years, ANNPX has underperformed VO with an annualized return of 2.82%, while VO has yielded a comparatively higher 9.61% annualized return.
ANNPX
2.72%
-1.06%
10.86%
18.81%
4.31%
2.82%
VO
4.40%
-0.58%
9.68%
19.22%
10.13%
9.61%
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ANNPX vs. VO - Expense Ratio Comparison
ANNPX has a 0.71% expense ratio, which is higher than VO's 0.04% expense ratio.
Risk-Adjusted Performance
ANNPX vs. VO — Risk-Adjusted Performance Rank
ANNPX
VO
ANNPX vs. VO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Convertible Fund (ANNPX) and Vanguard Mid-Cap ETF (VO). 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
ANNPX vs. VO - Dividend Comparison
ANNPX's dividend yield for the trailing twelve months is around 2.25%, more than VO's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANNPX Virtus Convertible Fund | 2.25% | 2.31% | 2.56% | 1.54% | 0.72% | 0.76% | 2.04% | 4.42% | 5.65% | 2.86% | 2.23% | 1.99% |
VO Vanguard Mid-Cap ETF | 1.43% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
ANNPX vs. VO - Drawdown Comparison
The maximum ANNPX drawdown since its inception was -39.62%, smaller than the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for ANNPX and VO. For additional features, visit the drawdowns tool.
Volatility
ANNPX vs. VO - Volatility Comparison
Virtus Convertible Fund (ANNPX) and Vanguard Mid-Cap ETF (VO) have volatilities of 2.52% and 2.52%, 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.