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 0.39, 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:
0.06
VOO:
1.76
AWR:
0.23
VOO:
2.37
AWR:
1.03
VOO:
1.32
AWR:
0.04
VOO:
2.66
AWR:
0.16
VOO:
11.10
AWR:
7.59%
VOO:
2.02%
AWR:
21.18%
VOO:
12.79%
AWR:
-37.39%
VOO:
-33.99%
AWR:
-22.16%
VOO:
-2.11%
Returns By Period
In the year-to-date period, AWR achieves a -2.34% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, AWR has underperformed VOO with an annualized return of 8.60%, while VOO has yielded a comparatively higher 13.03% annualized return.
AWR
-2.34%
5.28%
-5.40%
4.55%
-1.67%
8.60%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 2.42%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.42% | 2.31% | 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 | 1.22% | 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
American States Water Company (AWR) has a higher volatility of 6.78% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that AWR'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.