CASY vs. VOO
Compare and contrast key facts about Casey's General Stores, Inc. (CASY) 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: CASY or VOO.
Key characteristics
| CASY | VOO | |
|---|---|---|
| YTD Return | 16.32% | 5.63% |
| 1Y Return | 35.93% | 23.68% |
| 3Y Return (Ann) | 13.55% | 7.89% |
| 5Y Return (Ann) | 20.34% | 13.12% |
| 10Y Return (Ann) | 17.70% | 12.38% |
| Sharpe Ratio | 1.66 | 1.91 |
| Daily Std Dev | 22.70% | 11.70% |
| Max Drawdown | -74.33% | -33.99% |
| Current Drawdown | -1.29% | -4.45% |
Correlation
The correlation between CASY and VOO is 0.44, 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
CASY vs. VOO - Performance Comparison
In the year-to-date period, CASY achieves a 16.32% return, which is significantly higher than VOO's 5.63% return. Over the past 10 years, CASY has outperformed VOO with an annualized return of 17.70%, while VOO has yielded a comparatively lower 12.38% 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
CASY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) 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
CASY vs. VOO - Dividend Comparison
CASY's dividend yield for the trailing twelve months is around 0.54%, less than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.54% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 0.89% | 0.77% | 0.70% | 0.84% | 0.98% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CASY vs. VOO - Drawdown Comparison
The maximum CASY drawdown since its inception was -74.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CASY and VOO. For additional features, visit the drawdowns tool.
Volatility
CASY vs. VOO - Volatility Comparison
Casey's General Stores, Inc. (CASY) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.88% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.