CSV vs. VOO
Compare and contrast key facts about Carriage Services, Inc. (CSV) 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: CSV or VOO.
Correlation
The correlation between CSV and VOO is 0.39, 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
CSV vs. VOO - Performance Comparison
Loading data...
Key characteristics
CSV:
2.12
VOO:
0.52
CSV:
3.36
VOO:
0.89
CSV:
1.42
VOO:
1.13
CSV:
1.08
VOO:
0.57
CSV:
12.71
VOO:
2.18
CSV:
5.06%
VOO:
4.85%
CSV:
28.49%
VOO:
19.11%
CSV:
-95.91%
VOO:
-33.99%
CSV:
-33.80%
VOO:
-7.67%
Returns By Period
In the year-to-date period, CSV achieves a 4.69% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, CSV has underperformed VOO with an annualized return of 6.71%, while VOO has yielded a comparatively higher 12.42% annualized return.
CSV
4.69%
12.66%
5.92%
61.42%
22.99%
6.71%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CSV vs. VOO — Risk-Adjusted Performance Rank
CSV
VOO
CSV vs. VOO - Risk-Adjusted Performance 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.
Loading data...
Dividends
CSV vs. VOO - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.08%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.08% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% | 0.48% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CSV vs. VOO - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.91%, 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. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CSV vs. VOO - Volatility Comparison
The current volatility for Carriage Services, Inc. (CSV) is 6.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that CSV experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...