AZNIX vs. VOO
Compare and contrast key facts about Virtus Income & Growth Fund (AZNIX) and Vanguard S&P 500 ETF (VOO).
AZNIX is managed by Allianz Global Investors. It was launched on Feb 27, 2007. 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: AZNIX or VOO.
Correlation
The correlation between AZNIX and VOO is 0.91, 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
AZNIX vs. VOO - Performance Comparison
Key characteristics
AZNIX:
0.37
VOO:
0.75
AZNIX:
0.57
VOO:
1.15
AZNIX:
1.08
VOO:
1.17
AZNIX:
0.19
VOO:
0.77
AZNIX:
1.16
VOO:
3.04
AZNIX:
3.16%
VOO:
4.72%
AZNIX:
10.03%
VOO:
19.15%
AZNIX:
-44.43%
VOO:
-33.99%
AZNIX:
-13.22%
VOO:
-7.30%
Returns By Period
In the year-to-date period, AZNIX achieves a -2.32% return, which is significantly higher than VOO's -3.02% return. Over the past 10 years, AZNIX has underperformed VOO with an annualized return of 1.55%, while VOO has yielded a comparatively higher 12.54% annualized return.
AZNIX
-2.32%
5.82%
-1.45%
2.58%
3.97%
1.55%
VOO
-3.02%
11.86%
-0.14%
12.28%
16.47%
12.54%
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AZNIX vs. VOO - Expense Ratio Comparison
AZNIX has a 0.92% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AZNIX vs. VOO — Risk-Adjusted Performance Rank
AZNIX
VOO
AZNIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Income & Growth Fund (AZNIX) 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
AZNIX vs. VOO - Dividend Comparison
AZNIX's dividend yield for the trailing twelve months is around 2.34%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZNIX Virtus Income & Growth Fund | 2.34% | 2.26% | 2.13% | 2.77% | 1.50% | 1.70% | 2.23% | 2.85% | 2.55% | 4.59% | 2.40% | 2.16% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AZNIX vs. VOO - Drawdown Comparison
The maximum AZNIX drawdown since its inception was -44.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AZNIX and VOO. For additional features, visit the drawdowns tool.
Volatility
AZNIX vs. VOO - Volatility Comparison
The current volatility for Virtus Income & Growth Fund (AZNIX) is 6.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. This indicates that AZNIX 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.