ARTNA vs. VOO

Last updated Jun 24, 2026

ARTNA (Artesian Resources Corporation) is a stock, while VOO (Vanguard S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, ARTNA returned 3.19%/yr vs 15.61%/yr for VOO. At a 0.30 correlation, their price movements are largely independent.

Performance

ARTNA vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artesian Resources Corporation (ARTNA) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARTNA achieves a 5.42% return, which is significantly lower than VOO's 8.19% return. Over the past 10 years, ARTNA has underperformed VOO with an annualized return of 3.19%, while VOO has yielded a comparatively higher 15.61% annualized return.

ARTNA

• 1D: 1.68%
• 1M: 0.74%
• YTD: 5.42%
• 6M: 4.79%
• 1Y: -0.75%
• 3Y*: -8.93%
• 5Y*: 0.77%
• 10Y*: 3.19%

VOO

• 1D: -1.42%
• 1M: -1.34%
• YTD: 8.19%
• 6M: 7.24%
• 1Y: 23.69%
• 3Y*: 20.78%
• 5Y*: 13.13%
• 10Y*: 15.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTNA vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARTNA Artesian Resources Corporation	5.42%	3.83%	-21.20%	-27.63%	29.29%	28.22%	2.47%	9.66%	-7.19%	23.91%
VOO Vanguard S&P 500 ETF	8.19%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	31.37%	-4.50%	21.77%

Correlation

The correlation between ARTNA and VOO is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.00
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (10Y) Calculated over the trailing 10-year period	0.25
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010	0.30

The correlation between ARTNA and VOO shifts across timeframes, from -0.00 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.

Return for Risk

ARTNA vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTNA

ARTNA Risk / Return Rank: 38
ARTNA Sharpe Ratio Rank: 41
ARTNA Sortino Ratio Rank: 34
ARTNA Omega Ratio Rank: 33
ARTNA Calmar Ratio Rank: 40
ARTNA Martin Ratio Rank: 40

VOO

VOO Risk / Return Rank: 59
VOO Sharpe Ratio Rank: 59
VOO Sortino Ratio Rank: 56
VOO Omega Ratio Rank: 58
VOO Calmar Ratio Rank: 56
VOO Martin Ratio Rank: 67

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTNA vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ARTNA	VOO	Difference
Sharpe ratio: Return per unit of total volatility	-0.04	1.91	-1.95
Sortino ratio: Return per unit of downside risk	0.09	2.60	-2.51
Omega ratio: Gain probability vs. loss probability	1.01	1.35	-0.34
Calmar ratio: Return relative to maximum drawdown	-0.06	2.67	-2.74
Martin ratio: Return relative to average drawdown	-0.15	11.96	-12.11

ARTNA vs. VOO - Sharpe Ratio Comparison

The current ARTNA Sharpe Ratio is -0.04, which is lower than the VOO Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of ARTNA and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ARTNA vs. VOO - Drawdown Comparison

The maximum ARTNA drawdown since its inception was -49.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARTNA and VOO.

Drawdown Indicators

	ARTNA	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-49.39%	-33.99%	-15.40%
Max Drawdown (1Y) Largest decline over 1 year	-12.26%	-8.90%	-3.36%
Max Drawdown (3Y) Largest decline over 3 years	-37.21%	-18.69%	-18.52%
Max Drawdown (5Y) Largest decline over 5 years	-49.39%	-24.52%	-24.87%
Max Drawdown (10Y) Largest decline over 10 years	-49.39%	-33.99%	-15.40%
Current Drawdown Current decline from peak	-40.98%	-3.14%	-37.84%
Average Drawdown Average peak-to-trough decline	-11.40%	-3.68%	-7.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.15%	1.99%	+3.16%

Volatility

ARTNA vs. VOO - Volatility Comparison

The current volatility for Artesian Resources Corporation (ARTNA) is 4.57%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that ARTNA 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.

Volatility by Period

	ARTNA	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.57%	4.83%	-0.26%
Volatility (6M) Calculated over the trailing 6-month period	15.42%	9.82%	+5.60%
Volatility (1Y) Calculated over the trailing 1-year period	20.42%	12.46%	+7.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.01%	16.91%	+9.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.76%	18.02%	+9.74%

Dividends

ARTNA vs. VOO - Dividend Comparison

ARTNA's dividend yield for the trailing twelve months is around 3.84%, more than VOO's 1.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARTNA Artesian Resources Corporation	3.84%	3.89%	3.74%	2.74%	1.86%	2.26%	2.71%	2.64%	2.74%	2.40%	2.82%	3.15%
VOO Vanguard S&P 500 ETF	1.05%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both ARTNA and VOO in my portfolio?

ARTNA and VOO have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARTNA or VOO?

VOO has higher volatility (4.83%) compared to ARTNA (4.57%). In terms of maximum drawdown, ARTNA dropped -49.39% vs VOO's -33.99%.

Which has better risk-adjusted returns?

VOO currently has the higher Sharpe Ratio (1.91 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.