CRUZ vs. VOO
Compare and contrast key facts about Defiance Hotel, Airline, and Cruise ETF (CRUZ) and Vanguard S&P 500 ETF (VOO).
CRUZ and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CRUZ is a passively managed fund by Defiance that tracks the performance of the BlueStar Hotels, Airlines, and Cruises. It was launched on Jun 3, 2021. 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. Both CRUZ and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRUZ or VOO.
Correlation
The correlation between CRUZ and VOO is 0.21, 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
CRUZ vs. VOO - Performance Comparison
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Key characteristics
CRUZ:
0.00
VOO:
0.72
CRUZ:
1,540.59
VOO:
1.20
CRUZ:
551.56
VOO:
1.18
CRUZ:
0.02
VOO:
0.81
CRUZ:
0.09
VOO:
3.09
CRUZ:
16.75%
VOO:
4.88%
CRUZ:
153,605.07%
VOO:
19.37%
CRUZ:
-99.87%
VOO:
-33.99%
CRUZ:
-22.66%
VOO:
-2.75%
Returns By Period
In the year-to-date period, CRUZ achieves a -16.99% return, which is significantly lower than VOO's 1.73% return. Over the past 10 years, CRUZ has outperformed VOO with an annualized return of 150.43%, while VOO has yielded a comparatively lower 12.83% annualized return.
CRUZ
-16.99%
0.84%
-15.73%
-0.04%
261.78%
150.43%
VOO
1.73%
12.89%
2.12%
13.74%
17.11%
12.83%
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CRUZ vs. VOO - Expense Ratio Comparison
CRUZ has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CRUZ vs. VOO — Risk-Adjusted Performance Rank
CRUZ
VOO
CRUZ vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Hotel, Airline, and Cruise ETF (CRUZ) 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.
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Dividends
CRUZ vs. VOO - Dividend Comparison
CRUZ's dividend yield for the trailing twelve months is around 101.44%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRUZ Defiance Hotel, Airline, and Cruise ETF | 101.44% | 1.15% | 1.12% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CRUZ vs. VOO - Drawdown Comparison
The maximum CRUZ drawdown since its inception was -99.87%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CRUZ and VOO. For additional features, visit the drawdowns tool.
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Volatility
CRUZ vs. VOO - Volatility Comparison
Defiance Hotel, Airline, and Cruise ETF (CRUZ) has a higher volatility of 17.08% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. This indicates that CRUZ'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.
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