CSV vs. VOO
CSV (Carriage Services, Inc.) is a stock, while VOO (Vanguard S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, CSV returned 7.05%/yr vs 15.61%/yr for VOO. At a 0.38 correlation, their price movements are largely independent.
Performance
CSV vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, CSV achieves a -6.42% return, which is significantly lower than VOO's 8.19% return. Over the past 10 years, CSV has underperformed VOO with an annualized return of 7.05%, while VOO has yielded a comparatively higher 15.61% annualized return.
CSV
- 1D
- 2.95%
- 1M
- -9.92%
- YTD
- -6.42%
- 6M
- -6.86%
- 1Y
- -9.87%
- 3Y*
- 14.74%
- 5Y*
- 2.42%
- 10Y*
- 7.05%
VOO
- 1D
- -1.42%
- 1M
- -1.34%
- YTD
- 8.19%
- 6M
- 7.24%
- 1Y
- 23.69%
- 3Y*
- 20.78%
- 5Y*
- 13.13%
- 10Y*
- 15.61%
CSV vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | -6.42% | 7.27% | 61.83% | -7.71% | -56.70% | 107.92% | 24.25% | 67.51% | -38.90% | -9.44% |
VOO Vanguard S&P 500 ETF | 8.19% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between CSV and VOO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.38 |
The correlation between CSV and VOO shifts across timeframes, from 0.28 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
CSV vs. VOO — Risk / Return Rank
CSV
VOO
CSV vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSV | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.30 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.35 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | 2.67 | -3.03 |
| Martin ratioReturn relative to average drawdown | -0.91 | 11.96 | -12.87 |
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Drawdowns
CSV vs. VOO - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.90%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CSV and VOO.
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Drawdown Indicators
| CSV | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.90% | -33.99% | -61.91% |
Max Drawdown (1Y)Largest decline over 1 year | -27.58% | -8.90% | -18.68% |
Max Drawdown (3Y)Largest decline over 3 years | -40.56% | -18.69% | -21.87% |
Max Drawdown (5Y)Largest decline over 5 years | -68.52% | -24.52% | -44.00% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | -33.99% | -34.53% |
Current DrawdownCurrent decline from peak | -36.52% | -3.14% | -33.38% |
Average DrawdownAverage peak-to-trough decline | -51.39% | -3.68% | -47.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.88% | 1.99% | +8.89% |
Volatility
CSV vs. VOO - Volatility Comparison
Carriage Services, Inc. (CSV) has a higher volatility of 10.55% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that CSV'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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Volatility by Period
| CSV | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.55% | 4.83% | +5.72% |
Volatility (6M)Calculated over the trailing 6-month period | 19.52% | 9.82% | +9.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.82% | 12.46% | +13.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.82% | 16.91% | +19.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.95% | 18.02% | +18.93% |
Dividends
CSV vs. VOO - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.14%, more than VOO's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.14% | 1.06% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% |
VOO Vanguard S&P 500 ETF | 1.05% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
CSV and VOO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSV has higher volatility (10.55%) compared to VOO (4.83%). In terms of maximum drawdown, CSV dropped -95.90% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.91 vs -0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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