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.
Key characteristics
| AZNIX | VOO | |
|---|---|---|
| YTD Return | 4.06% | 10.48% |
| 1Y Return | 18.10% | 28.69% |
| 3Y Return (Ann) | 2.93% | 9.60% |
| 5Y Return (Ann) | 8.33% | 14.65% |
| 10Y Return (Ann) | 7.27% | 12.89% |
| Sharpe Ratio | 2.32 | 2.52 |
| Daily Std Dev | 7.57% | 11.57% |
| Max Drawdown | -44.08% | -33.99% |
| Current Drawdown | -1.87% | -0.06% |
Correlation
The correlation between AZNIX and VOO is 0.93, 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
In the year-to-date period, AZNIX achieves a 4.06% return, which is significantly lower than VOO's 10.48% return. Over the past 10 years, AZNIX has underperformed VOO with an annualized return of 7.27%, while VOO has yielded a comparatively higher 12.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 7.85%, more than VOO's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZNIX Virtus Income & Growth Fund | 7.85% | 7.96% | 7.78% | 6.21% | 6.59% | 7.72% | 9.24% | 8.53% | 9.55% | 9.33% | 8.41% | 8.15% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AZNIX vs. VOO - Drawdown Comparison
The maximum AZNIX drawdown since its inception was -44.08%, 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 2.14%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.34%. 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.