EARN vs. VOO
Compare and contrast key facts about Ellington Residential Mortgage REIT (EARN) 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: EARN or VOO.
Correlation
The correlation between EARN and VOO is 0.38, 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
EARN vs. VOO - Performance Comparison
Key characteristics
EARN:
1.36
VOO:
1.89
EARN:
1.91
VOO:
2.54
EARN:
1.25
VOO:
1.35
EARN:
0.72
VOO:
2.83
EARN:
8.53
VOO:
11.83
EARN:
3.19%
VOO:
2.02%
EARN:
19.96%
VOO:
12.66%
EARN:
-66.44%
VOO:
-33.99%
EARN:
-21.66%
VOO:
-0.42%
Returns By Period
In the year-to-date period, EARN achieves a -0.16% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, EARN has underperformed VOO with an annualized return of 3.59%, while VOO has yielded a comparatively higher 13.26% annualized return.
EARN
-0.16%
-1.64%
2.21%
25.94%
1.18%
3.59%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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Risk-Adjusted Performance
EARN vs. VOO — Risk-Adjusted Performance Rank
EARN
VOO
EARN vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ellington Residential Mortgage REIT (EARN) 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
EARN vs. VOO - Dividend Comparison
EARN's dividend yield for the trailing twelve months is around 14.70%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EARN Ellington Residential Mortgage REIT | 14.70% | 14.50% | 15.66% | 15.16% | 11.36% | 8.59% | 10.88% | 14.17% | 13.04% | 12.68% | 16.19% | 13.52% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EARN vs. VOO - Drawdown Comparison
The maximum EARN drawdown since its inception was -66.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EARN and VOO. For additional features, visit the drawdowns tool.
Volatility
EARN vs. VOO - Volatility Comparison
Ellington Residential Mortgage REIT (EARN) has a higher volatility of 3.18% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that EARN'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.