Correlation
The correlation between ARGFX and VOO is 0.83, 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.
ARGFX vs. VOO
Compare and contrast key facts about Ariel Fund (ARGFX) and Vanguard S&P 500 ETF (VOO).
ARGFX is managed by Ariel Investments. It was launched on Nov 6, 1986. 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: ARGFX or VOO.
Performance
ARGFX vs. VOO - Performance Comparison
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Key characteristics
ARGFX:
0.11
VOO:
0.68
ARGFX:
0.30
VOO:
1.06
ARGFX:
1.04
VOO:
1.15
ARGFX:
0.08
VOO:
0.70
ARGFX:
0.22
VOO:
2.65
ARGFX:
10.06%
VOO:
4.92%
ARGFX:
24.43%
VOO:
19.58%
ARGFX:
-71.02%
VOO:
-33.99%
ARGFX:
-14.36%
VOO:
-3.27%
Returns By Period
In the year-to-date period, ARGFX achieves a -5.82% return, which is significantly lower than VOO's 1.19% return. Over the past 10 years, ARGFX has underperformed VOO with an annualized return of 6.42%, while VOO has yielded a comparatively higher 12.85% annualized return.
ARGFX
-5.82%
9.87%
-12.93%
2.57%
2.85%
12.14%
6.42%
VOO
1.19%
7.36%
-0.97%
13.13%
14.21%
16.06%
12.85%
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ARGFX vs. VOO - Expense Ratio Comparison
ARGFX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ARGFX vs. VOO — Risk-Adjusted Performance Rank
ARGFX
VOO
ARGFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel Fund (ARGFX) 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
ARGFX vs. VOO - Dividend Comparison
ARGFX's dividend yield for the trailing twelve months is around 5.83%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGFX Ariel Fund | 5.83% | 5.49% | 5.09% | 9.01% | 5.56% | 5.33% | 5.81% | 10.35% | 6.30% | 6.56% | 16.28% | 13.68% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ARGFX vs. VOO - Drawdown Comparison
The maximum ARGFX drawdown since its inception was -71.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARGFX and VOO.
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Volatility
ARGFX vs. VOO - Volatility Comparison
Ariel Fund (ARGFX) has a higher volatility of 7.41% compared to Vanguard S&P 500 ETF (VOO) at 4.76%. This indicates that ARGFX'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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