ANNPX vs. VOO
Compare and contrast key facts about Virtus Convertible Fund (ANNPX) and Vanguard S&P 500 ETF (VOO).
ANNPX is managed by Allianz Global Investors. It was launched on Apr 18, 1993. 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: ANNPX or VOO.
Correlation
The correlation between ANNPX and VOO is 0.85, 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. VOO - Performance Comparison
Key characteristics
ANNPX:
0.96
VOO:
0.52
ANNPX:
1.37
VOO:
0.89
ANNPX:
1.18
VOO:
1.13
ANNPX:
0.38
VOO:
0.57
ANNPX:
2.64
VOO:
2.18
ANNPX:
4.37%
VOO:
4.85%
ANNPX:
12.06%
VOO:
19.11%
ANNPX:
-39.62%
VOO:
-33.99%
ANNPX:
-22.01%
VOO:
-7.67%
Returns By Period
In the year-to-date period, ANNPX achieves a -0.28% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, ANNPX has underperformed VOO with an annualized return of 2.41%, while VOO has yielded a comparatively higher 12.42% annualized return.
ANNPX
-0.28%
5.29%
-0.58%
11.48%
4.71%
2.41%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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ANNPX vs. VOO - Expense Ratio Comparison
ANNPX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ANNPX vs. VOO — Risk-Adjusted Performance Rank
ANNPX
VOO
ANNPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Convertible Fund (ANNPX) 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
ANNPX vs. VOO - Dividend Comparison
ANNPX's dividend yield for the trailing twelve months is around 2.44%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANNPX Virtus Convertible Fund | 2.44% | 2.31% | 2.56% | 1.54% | 0.72% | 0.76% | 2.04% | 4.42% | 5.65% | 2.86% | 2.23% | 1.99% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ANNPX vs. VOO - Drawdown Comparison
The maximum ANNPX drawdown since its inception was -39.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ANNPX and VOO. For additional features, visit the drawdowns tool.
Volatility
ANNPX vs. VOO - Volatility Comparison
The current volatility for Virtus Convertible Fund (ANNPX) is 3.34%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that ANNPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.