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 6.97%/yr vs 15.14%/yr for VOO. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
CSV vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, CSV achieves a -4.09% return, which is significantly lower than VOO's 10.16% return. Over the past 10 years, CSV has underperformed VOO with an annualized return of 6.97%, while VOO has yielded a comparatively higher 15.14% annualized return.
CSV
- 1D
- 0.62%
- 1M
- 3.46%
- 6M
- -5.46%
- YTD
- -4.09%
- 1Y
- -9.83%
- 3Y*
- 9.15%
- 5Y*
- 3.00%
- 10Y*
- 6.97%
- ALL TIME*
- 4.13%
VOO
- 1D
- 0.71%
- 1M
- 0.26%
- 6M
- 8.58%
- YTD
- 10.16%
- 1Y
- 21.58%
- 3Y*
- 19.42%
- 5Y*
- 12.83%
- 10Y*
- 15.14%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.53M | $4.41M | $5.23M | |
| $3.82B | $3.78B | $5.44B |
CSV vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | -4.09% | 7.27% | 61.83% | -7.71% | -56.70% | 107.92% | 24.25% | 67.51% | -38.90% | -9.44% |
VOO Vanguard S&P 500 ETF | 10.16% | 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 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.37 |
The correlation between CSV and VOO shifts across timeframes, from 0.17 (1 year) to 0.38 (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 | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.28 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.21 | -2.53 |
| Martin ratioReturn relative to average drawdown | -0.68 | 9.44 | -10.12 |
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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 | -28.88% | -8.90% | -19.98% |
Max Drawdown (3Y)Largest decline over 3 years | -36.62% | -18.69% | -17.93% |
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 | -34.94% | -1.38% | -33.56% |
Average DrawdownAverage peak-to-trough decline | -51.34% | -3.67% | -47.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.61% | 2.08% | +11.53% |
Volatility
CSV vs. VOO - Volatility Comparison
Carriage Services, Inc. (CSV) has a higher volatility of 9.38% compared to Vanguard S&P 500 ETF (VOO) at 3.54%. 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 | 9.38% | 3.54% | +5.84% |
Volatility (6M)Calculated over the trailing 6-month period | 21.32% | 10.10% | +11.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.41% | 12.82% | +14.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.01% | 16.93% | +20.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.02% | 18.01% | +19.01% |
Dividends
CSV vs. VOO - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.11%, more than VOO's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.11% | 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 | 1.07% | 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 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSV has higher volatility (9.38%) compared to VOO (3.54%). In terms of maximum drawdown, CSV dropped -95.90% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.53 vs -0.34), 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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