VOO vs. FGM
Compare and contrast key facts about Vanguard S&P 500 ETF (VOO) and First Trust Germany AlphaDEX Fund (FGM).
VOO and FGM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FGM is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Germany Index. It was launched on Feb 14, 2012. Both VOO and FGM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOO or FGM.
Correlation
The correlation between VOO and FGM is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VOO vs. FGM - Performance Comparison
Key characteristics
VOO:
0.54
FGM:
1.37
VOO:
0.88
FGM:
2.03
VOO:
1.13
FGM:
1.26
VOO:
0.55
FGM:
0.93
VOO:
2.27
FGM:
6.22
VOO:
4.55%
FGM:
5.16%
VOO:
19.19%
FGM:
23.49%
VOO:
-33.99%
FGM:
-51.58%
VOO:
-9.90%
FGM:
-6.66%
Returns By Period
In the year-to-date period, VOO achieves a -5.74% return, which is significantly lower than FGM's 30.51% return. Over the past 10 years, VOO has outperformed FGM with an annualized return of 12.12%, while FGM has yielded a comparatively lower 5.03% annualized return.
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
FGM
30.51%
5.54%
28.99%
30.17%
11.06%
5.03%
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VOO vs. FGM - Expense Ratio Comparison
VOO has a 0.03% expense ratio, which is lower than FGM's 0.80% expense ratio.
Risk-Adjusted Performance
VOO vs. FGM — Risk-Adjusted Performance Rank
VOO
FGM
VOO vs. FGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and First Trust Germany AlphaDEX Fund (FGM). 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
VOO vs. FGM - Dividend Comparison
VOO's dividend yield for the trailing twelve months is around 1.38%, less than FGM's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
FGM First Trust Germany AlphaDEX Fund | 1.66% | 2.56% | 2.82% | 5.44% | 1.43% | 1.33% | 2.30% | 2.18% | 2.11% | 1.33% | 1.13% | 1.92% |
Drawdowns
VOO vs. FGM - Drawdown Comparison
The maximum VOO drawdown since its inception was -33.99%, smaller than the maximum FGM drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for VOO and FGM. For additional features, visit the drawdowns tool.
Volatility
VOO vs. FGM - Volatility Comparison
Vanguard S&P 500 ETF (VOO) and First Trust Germany AlphaDEX Fund (FGM) have volatilities of 13.96% and 13.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.