CAPL vs. VOO
Compare and contrast key facts about CrossAmerica Partners LP (CAPL) 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: CAPL or VOO.
Key characteristics
| CAPL | VOO | |
|---|---|---|
| YTD Return | -4.89% | 27.15% |
| 1Y Return | -2.85% | 39.90% |
| 3Y Return (Ann) | 7.93% | 10.28% |
| 5Y Return (Ann) | 14.59% | 16.00% |
| 10Y Return (Ann) | 5.19% | 13.43% |
| Sharpe Ratio | 0.09 | 3.15 |
| Sortino Ratio | 0.28 | 4.19 |
| Omega Ratio | 1.04 | 1.59 |
| Calmar Ratio | 0.12 | 4.60 |
| Martin Ratio | 0.24 | 21.00 |
| Ulcer Index | 8.36% | 1.85% |
| Daily Std Dev | 23.47% | 12.34% |
| Max Drawdown | -69.31% | -33.99% |
| Current Drawdown | -9.76% | 0.00% |
Correlation
The correlation between CAPL and VOO is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CAPL vs. VOO - Performance Comparison
In the year-to-date period, CAPL achieves a -4.89% return, which is significantly lower than VOO's 27.15% return. Over the past 10 years, CAPL has underperformed VOO with an annualized return of 5.19%, while VOO has yielded a comparatively higher 13.43% 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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Risk-Adjusted Performance
CAPL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossAmerica Partners LP (CAPL) 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
CAPL vs. VOO - Dividend Comparison
CAPL's dividend yield for the trailing twelve months is around 10.67%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAPL CrossAmerica Partners LP | 10.67% | 9.21% | 10.59% | 11.02% | 12.23% | 11.63% | 15.56% | 10.45% | 9.54% | 8.61% | 5.17% | 6.04% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CAPL vs. VOO - Drawdown Comparison
The maximum CAPL drawdown since its inception was -69.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CAPL and VOO. For additional features, visit the drawdowns tool.
Volatility
CAPL vs. VOO - Volatility Comparison
CrossAmerica Partners LP (CAPL) has a higher volatility of 7.38% compared to Vanguard S&P 500 ETF (VOO) at 3.95%. This indicates that CAPL'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.