EVRG vs. VOO
Compare and contrast key facts about Evergy, Inc. (EVRG) 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: EVRG or VOO.
Correlation
The correlation between EVRG and VOO is 0.30, 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
EVRG vs. VOO - Performance Comparison
Key characteristics
EVRG:
1.62
VOO:
2.25
EVRG:
2.31
VOO:
2.98
EVRG:
1.28
VOO:
1.42
EVRG:
0.91
VOO:
3.31
EVRG:
6.53
VOO:
14.77
EVRG:
3.93%
VOO:
1.90%
EVRG:
15.92%
VOO:
12.46%
EVRG:
-38.79%
VOO:
-33.99%
EVRG:
-5.66%
VOO:
-2.47%
Returns By Period
In the year-to-date period, EVRG achieves a 22.96% return, which is significantly lower than VOO's 26.02% return.
EVRG
22.96%
-4.58%
17.38%
24.92%
3.06%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
EVRG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) 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
EVRG vs. VOO - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 4.24%, more than VOO's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Evergy, Inc. | 4.24% | 4.75% | 3.71% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
EVRG vs. VOO - Drawdown Comparison
The maximum EVRG drawdown since its inception was -38.79%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EVRG and VOO. For additional features, visit the drawdowns tool.
Volatility
EVRG vs. VOO - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 3.13%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.71%. This indicates that EVRG 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.