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.
Correlation
The correlation between ARGFX and VOO is 0.82, 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
ARGFX vs. VOO - Performance Comparison
Key characteristics
ARGFX:
-0.40
VOO:
0.32
ARGFX:
-0.39
VOO:
0.57
ARGFX:
0.94
VOO:
1.08
ARGFX:
-0.26
VOO:
0.32
ARGFX:
-0.95
VOO:
1.42
ARGFX:
10.27%
VOO:
4.19%
ARGFX:
24.54%
VOO:
18.73%
ARGFX:
-73.49%
VOO:
-33.99%
ARGFX:
-34.14%
VOO:
-13.85%
Returns By Period
In the year-to-date period, ARGFX achieves a -17.30% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, ARGFX has underperformed VOO with an annualized return of -2.00%, while VOO has yielded a comparatively higher 11.66% annualized return.
ARGFX
-17.30%
-11.55%
-23.88%
-9.52%
5.77%
-2.00%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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.
Dividends
ARGFX vs. VOO - Dividend Comparison
ARGFX's dividend yield for the trailing twelve months is around 0.15%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGFX Ariel Fund | 0.15% | 0.12% | 0.42% | 0.43% | 0.04% | 0.30% | 0.84% | 1.07% | 0.68% | 0.29% | 0.69% | 0.55% |
VOO Vanguard S&P 500 ETF | 1.44% | 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 -73.49%, 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. For additional features, visit the drawdowns tool.
Volatility
ARGFX vs. VOO - Volatility Comparison
Ariel Fund (ARGFX) has a higher volatility of 15.43% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. 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.