CAKE vs. VOO
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) 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: CAKE or VOO.
Correlation
The correlation between CAKE and VOO is 0.45, 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.
Performance
CAKE vs. VOO - Performance Comparison
Key characteristics
CAKE:
1.23
VOO:
2.21
CAKE:
1.92
VOO:
2.93
CAKE:
1.22
VOO:
1.41
CAKE:
0.93
VOO:
3.25
CAKE:
7.48
VOO:
14.47
CAKE:
5.79%
VOO:
1.90%
CAKE:
35.21%
VOO:
12.43%
CAKE:
-86.17%
VOO:
-33.99%
CAKE:
-17.50%
VOO:
-2.87%
Returns By Period
In the year-to-date period, CAKE achieves a 42.06% return, which is significantly higher than VOO's 25.49% return. Over the past 10 years, CAKE has underperformed VOO with an annualized return of 1.84%, while VOO has yielded a comparatively higher 13.04% annualized return.
CAKE
42.06%
3.73%
22.49%
40.10%
6.06%
1.84%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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Risk-Adjusted Performance
CAKE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) 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
CAKE vs. VOO - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 2.23%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 2.23% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% | 1.08% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CAKE vs. VOO - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CAKE and VOO. For additional features, visit the drawdowns tool.
Volatility
CAKE vs. VOO - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 11.00% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that CAKE'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.