FTHNX vs. VOO
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and Vanguard S&P 500 ETF (VOO).
FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011. 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: FTHNX or VOO.
Correlation
The correlation between FTHNX and VOO is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FTHNX vs. VOO - Performance Comparison
Key characteristics
FTHNX:
-0.29
VOO:
0.52
FTHNX:
-0.18
VOO:
0.89
FTHNX:
0.98
VOO:
1.13
FTHNX:
-0.18
VOO:
0.57
FTHNX:
-0.45
VOO:
2.18
FTHNX:
11.86%
VOO:
4.85%
FTHNX:
22.62%
VOO:
19.11%
FTHNX:
-37.78%
VOO:
-33.99%
FTHNX:
-19.70%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FTHNX achieves a -5.33% return, which is significantly lower than VOO's -3.41% return.
FTHNX
-5.33%
4.92%
-18.57%
-6.41%
14.20%
N/A
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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FTHNX vs. VOO - Expense Ratio Comparison
FTHNX has a 1.03% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FTHNX vs. VOO — Risk-Adjusted Performance Rank
FTHNX
VOO
FTHNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) 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
FTHNX vs. VOO - Dividend Comparison
FTHNX's dividend yield for the trailing twelve months is around 0.46%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.46% | 0.44% | 0.76% | 0.45% | 0.15% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 1.65% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FTHNX vs. VOO - Drawdown Comparison
The maximum FTHNX drawdown since its inception was -37.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FTHNX and VOO. For additional features, visit the drawdowns tool.
Volatility
FTHNX vs. VOO - Volatility Comparison
The current volatility for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) is 6.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that FTHNX 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.