ARDEX vs. VOO
Compare and contrast key facts about AMG River Road Dividend All Cap Value Fund (ARDEX) and Vanguard S&P 500 ETF (VOO).
ARDEX is managed by AMG. It was launched on Jun 28, 2005. 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: ARDEX or VOO.
Correlation
The correlation between ARDEX and VOO is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARDEX vs. VOO - Performance Comparison
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Key characteristics
ARDEX:
5.91%
VOO:
19.11%
ARDEX:
-0.50%
VOO:
-33.99%
ARDEX:
-0.17%
VOO:
-7.67%
Returns By Period
ARDEX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
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ARDEX vs. VOO - Expense Ratio Comparison
ARDEX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ARDEX vs. VOO — Risk-Adjusted Performance Rank
ARDEX
VOO
ARDEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Dividend All Cap Value Fund (ARDEX) 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
ARDEX vs. VOO - Dividend Comparison
ARDEX's dividend yield for the trailing twelve months is around 82.65%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 82.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
ARDEX vs. VOO - Drawdown Comparison
The maximum ARDEX drawdown since its inception was -0.50%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARDEX and VOO. For additional features, visit the drawdowns tool.
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Volatility
ARDEX vs. VOO - Volatility Comparison
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