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.
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.
Performance
CSV vs. VOO - Performance Comparison
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Key characteristics
CSV:
2.29
VOO:
0.74
CSV:
3.38
VOO:
1.04
CSV:
1.42
VOO:
1.15
CSV:
1.11
VOO:
0.68
CSV:
12.91
VOO:
2.58
CSV:
5.06%
VOO:
4.93%
CSV:
28.79%
VOO:
19.54%
CSV:
-95.91%
VOO:
-33.99%
CSV:
-30.59%
VOO:
-3.55%
Returns By Period
In the year-to-date period, CSV achieves a 9.77% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, CSV has underperformed VOO with an annualized return of 6.97%, while VOO has yielded a comparatively higher 12.81% annualized return.
CSV
9.77%
9.77%
7.87%
63.76%
4.08%
20.00%
6.97%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
CSV vs. VOO - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.03%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.03% | 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 | 1.29% | 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.
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Volatility
CSV vs. VOO - Volatility Comparison
Carriage Services, Inc. (CSV) has a higher volatility of 7.03% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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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