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CADE vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CADE and VOO is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

CADE vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cadence Bancorporation (CADE) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
10.93%
3.78%
CADE
VOO

Key characteristics

Sharpe Ratio

CADE:

0.81

VOO:

1.88

Sortino Ratio

CADE:

1.40

VOO:

2.52

Omega Ratio

CADE:

1.17

VOO:

1.35

Calmar Ratio

CADE:

1.43

VOO:

2.83

Martin Ratio

CADE:

3.99

VOO:

11.96

Ulcer Index

CADE:

6.95%

VOO:

2.00%

Daily Std Dev

CADE:

34.18%

VOO:

12.70%

Max Drawdown

CADE:

-45.92%

VOO:

-33.99%

Current Drawdown

CADE:

-10.05%

VOO:

-3.91%

Returns By Period

In the year-to-date period, CADE achieves a 1.89% return, which is significantly higher than VOO's -0.66% return.


CADE

YTD

1.89%

1M

-3.57%

6M

10.93%

1Y

28.31%

5Y*

7.78%

10Y*

N/A

VOO

YTD

-0.66%

1M

-3.35%

6M

3.78%

1Y

23.82%

5Y*

13.79%

10Y*

13.26%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

CADE vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CADE
The Risk-Adjusted Performance Rank of CADE is 7777
Overall Rank
The Sharpe Ratio Rank of CADE is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of CADE is 7272
Sortino Ratio Rank
The Omega Ratio Rank of CADE is 6969
Omega Ratio Rank
The Calmar Ratio Rank of CADE is 8787
Calmar Ratio Rank
The Martin Ratio Rank of CADE is 8080
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 8282
Overall Rank
The Sharpe Ratio Rank of VOO is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 8080
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 8282
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CADE vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Cadence Bancorporation (CADE) 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.


Sharpe ratio
The chart of Sharpe ratio for CADE, currently valued at 0.81, compared to the broader market-2.000.002.000.811.88
The chart of Sortino ratio for CADE, currently valued at 1.40, compared to the broader market-4.00-2.000.002.004.001.402.52
The chart of Omega ratio for CADE, currently valued at 1.17, compared to the broader market0.501.001.502.001.171.35
The chart of Calmar ratio for CADE, currently valued at 1.43, compared to the broader market0.002.004.006.001.432.83
The chart of Martin ratio for CADE, currently valued at 3.99, compared to the broader market0.0010.0020.003.9911.96
CADE
VOO

The current CADE Sharpe Ratio is 0.81, which is lower than the VOO Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of CADE and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
0.81
1.88
CADE
VOO

Dividends

CADE vs. VOO - Dividend Comparison

CADE's dividend yield for the trailing twelve months is around 2.85%, more than VOO's 1.25% yield.


TTM20242023202220212020201920182017201620152014
CADE
Cadence Bancorporation
2.85%2.90%3.18%3.57%8.86%3.99%4.49%4.48%1.29%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.25%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

CADE vs. VOO - Drawdown Comparison

The maximum CADE drawdown since its inception was -45.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CADE and VOO. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.05%
-3.91%
CADE
VOO

Volatility

CADE vs. VOO - Volatility Comparison

Cadence Bancorporation (CADE) has a higher volatility of 9.84% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that CADE'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.


0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
9.84%
4.56%
CADE
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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