AVEFX vs. VOO
Compare and contrast key facts about Ave Maria Bond Fund (AVEFX) and Vanguard S&P 500 ETF (VOO).
AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003. 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: AVEFX or VOO.
Correlation
The correlation between AVEFX and VOO is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVEFX vs. VOO - Performance Comparison
Key characteristics
AVEFX:
1.93
VOO:
0.61
AVEFX:
2.78
VOO:
0.96
AVEFX:
1.36
VOO:
1.14
AVEFX:
2.75
VOO:
0.62
AVEFX:
7.90
VOO:
2.51
AVEFX:
0.98%
VOO:
4.63%
AVEFX:
4.02%
VOO:
19.16%
AVEFX:
-11.22%
VOO:
-33.99%
AVEFX:
-0.41%
VOO:
-9.30%
Returns By Period
In the year-to-date period, AVEFX achieves a 2.61% return, which is significantly higher than VOO's -5.11% return. Over the past 10 years, AVEFX has underperformed VOO with an annualized return of 3.03%, while VOO has yielded a comparatively higher 12.19% annualized return.
AVEFX
2.61%
0.07%
2.15%
7.29%
3.95%
3.03%
VOO
-5.11%
-0.26%
-4.09%
10.13%
15.61%
12.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVEFX vs. VOO - Expense Ratio Comparison
AVEFX has a 0.41% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AVEFX vs. VOO — Risk-Adjusted Performance Rank
AVEFX
VOO
AVEFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Bond Fund (AVEFX) 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
AVEFX vs. VOO - Dividend Comparison
AVEFX's dividend yield for the trailing twelve months is around 3.10%, more than VOO's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEFX Ave Maria Bond Fund | 3.10% | 2.95% | 2.47% | 2.25% | 1.61% | 1.79% | 3.51% | 1.71% | 1.47% | 1.37% | 1.31% | 1.13% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AVEFX vs. VOO - Drawdown Comparison
The maximum AVEFX drawdown since its inception was -11.22%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AVEFX and VOO. For additional features, visit the drawdowns tool.
Volatility
AVEFX vs. VOO - Volatility Comparison
The current volatility for Ave Maria Bond Fund (AVEFX) is 1.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.84%. This indicates that AVEFX 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.