AWR vs. VOO
Compare and contrast key facts about American States Water Company (AWR) and Vanguard S&P 500 ETF (VOO).
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: AWR or VOO.
Correlation
The correlation between AWR and VOO is 0.38, 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
AWR vs. VOO - Performance Comparison
Key characteristics
AWR:
0.82
VOO:
0.57
AWR:
1.26
VOO:
0.92
AWR:
1.16
VOO:
1.13
AWR:
0.60
VOO:
0.58
AWR:
2.23
VOO:
2.42
AWR:
7.99%
VOO:
4.51%
AWR:
21.75%
VOO:
19.17%
AWR:
-37.39%
VOO:
-33.99%
AWR:
-18.08%
VOO:
-10.56%
Returns By Period
In the year-to-date period, AWR achieves a 2.78% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, AWR has underperformed VOO with an annualized return of 9.28%, while VOO has yielded a comparatively higher 12.02% annualized return.
AWR
2.78%
6.62%
-3.61%
14.80%
1.20%
9.28%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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Risk-Adjusted Performance
AWR vs. VOO — Risk-Adjusted Performance Rank
AWR
VOO
AWR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) 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
AWR vs. VOO - Dividend Comparison
AWR's dividend yield for the trailing twelve months is around 2.30%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.30% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AWR vs. VOO - Drawdown Comparison
The maximum AWR drawdown since its inception was -37.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AWR and VOO. For additional features, visit the drawdowns tool.
Volatility
AWR vs. VOO - Volatility Comparison
The current volatility for American States Water Company (AWR) is 7.52%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that AWR 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.