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:
-0.35
VOO:
0.32
FTHNX:
-0.34
VOO:
0.57
FTHNX:
0.95
VOO:
1.08
FTHNX:
-0.26
VOO:
0.32
FTHNX:
-0.73
VOO:
1.42
FTHNX:
10.61%
VOO:
4.19%
FTHNX:
22.32%
VOO:
18.73%
FTHNX:
-37.78%
VOO:
-33.99%
FTHNX:
-24.75%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FTHNX achieves a -11.29% return, which is significantly lower than VOO's -9.88% return.
FTHNX
-11.29%
-6.43%
-20.13%
-6.71%
13.77%
N/A
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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 0.50%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.50% | 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 | 1.44% | 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
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and Vanguard S&P 500 ETF (VOO) have volatilities of 12.83% and 13.31%, 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.