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.
Key characteristics
| CRUZ | VOO | |
|---|---|---|
| YTD Return | 3.55% | 19.30% |
| 1Y Return | 15.68% | 28.36% |
| 3Y Return (Ann) | 1.10% | 10.06% |
| Sharpe Ratio | 0.76 | 2.26 |
| Daily Std Dev | 18.90% | 12.63% |
| Max Drawdown | -43.45% | -33.99% |
| Current Drawdown | -9.52% | -0.28% |
Correlation
The correlation between CRUZ and VOO is 0.67, 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
CRUZ vs. VOO - Performance Comparison
In the year-to-date period, CRUZ achieves a 3.55% return, which is significantly lower than VOO's 19.30% 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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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 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.
Dividends
CRUZ vs. VOO - Dividend Comparison
CRUZ's dividend yield for the trailing twelve months is around 1.08%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRUZ Defiance Hotel, Airline, and Cruise ETF | 1.08% | 1.12% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CRUZ vs. VOO - Drawdown Comparison
The maximum CRUZ drawdown since its inception was -43.45%, 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.
Volatility
CRUZ vs. VOO - Volatility Comparison
Defiance Hotel, Airline, and Cruise ETF (CRUZ) has a higher volatility of 4.69% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. 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.