HER.MI vs. VOO
Compare and contrast key facts about Hera S.p.A (HER.MI) 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: HER.MI or VOO.
Key characteristics
HER.MI | VOO | |
---|---|---|
YTD Return | 17.56% | 11.83% |
1Y Return | 20.58% | 31.13% |
3Y Return (Ann) | 4.84% | 10.03% |
5Y Return (Ann) | 4.84% | 15.07% |
10Y Return (Ann) | 9.55% | 13.02% |
Sharpe Ratio | 1.26 | 2.60 |
Daily Std Dev | 21.95% | 11.62% |
Max Drawdown | -66.20% | -33.99% |
Current Drawdown | -9.18% | 0.00% |
Correlation
The correlation between HER.MI and VOO is 0.29, 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
HER.MI vs. VOO - Performance Comparison
In the year-to-date period, HER.MI achieves a 17.56% return, which is significantly higher than VOO's 11.83% return. Over the past 10 years, HER.MI has underperformed VOO with an annualized return of 9.55%, while VOO has yielded a comparatively higher 13.02% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HER.MI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hera S.p.A (HER.MI) 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
HER.MI vs. VOO - Dividend Comparison
HER.MI's dividend yield for the trailing twelve months is around 3.58%, more than VOO's 1.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Hera S.p.A | 3.58% | 4.21% | 4.76% | 3.00% | 3.36% | 2.56% | 3.57% | 3.09% | 4.11% | 3.67% | 4.63% | 5.39% |
Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
HER.MI vs. VOO - Drawdown Comparison
The maximum HER.MI drawdown since its inception was -66.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HER.MI and VOO. For additional features, visit the drawdowns tool.
Volatility
HER.MI vs. VOO - Volatility Comparison
Hera S.p.A (HER.MI) has a higher volatility of 5.32% compared to Vanguard S&P 500 ETF (VOO) at 3.49%. This indicates that HER.MI'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.