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:
1.07
VOO:
1.92
AZNIX:
1.48
VOO:
2.58
AZNIX:
1.20
VOO:
1.35
AZNIX:
0.45
VOO:
2.88
AZNIX:
4.91
VOO:
12.03
AZNIX:
1.59%
VOO:
2.02%
AZNIX:
7.32%
VOO:
12.69%
AZNIX:
-44.44%
VOO:
-33.99%
AZNIX:
-8.51%
VOO:
0.00%
Returns By Period
In the year-to-date period, AZNIX achieves a 2.98% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, AZNIX has underperformed VOO with an annualized return of 2.02%, while VOO has yielded a comparatively higher 13.28% annualized return.
AZNIX
2.98%
1.76%
4.69%
7.80%
2.36%
2.02%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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 2.20%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZNIX Virtus Income & Growth Fund | 2.20% | 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 | 1.19% | 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 -44.44%, 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 1.74%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.12%. 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.