IMKTA vs. VOO
Compare and contrast key facts about Ingles Markets, Incorporated (IMKTA) 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: IMKTA or VOO.
Correlation
The correlation between IMKTA and VOO is 0.34, 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
IMKTA vs. VOO - Performance Comparison
Key characteristics
IMKTA:
-0.61
VOO:
-0.07
IMKTA:
-0.73
VOO:
0.01
IMKTA:
0.91
VOO:
1.00
IMKTA:
-0.41
VOO:
-0.07
IMKTA:
-1.10
VOO:
-0.36
IMKTA:
14.83%
VOO:
3.31%
IMKTA:
26.86%
VOO:
15.79%
IMKTA:
-72.55%
VOO:
-33.99%
IMKTA:
-37.36%
VOO:
-17.13%
Returns By Period
In the year-to-date period, IMKTA achieves a -3.34% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, IMKTA has underperformed VOO with an annualized return of 3.47%, while VOO has yielded a comparatively higher 11.35% annualized return.
IMKTA
-3.34%
3.62%
-1.91%
-17.15%
11.29%
3.47%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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Risk-Adjusted Performance
IMKTA vs. VOO — Risk-Adjusted Performance Rank
IMKTA
VOO
IMKTA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ingles Markets, Incorporated (IMKTA) 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
IMKTA vs. VOO - Dividend Comparison
IMKTA's dividend yield for the trailing twelve months is around 1.06%, less than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 1.06% | 1.02% | 0.76% | 0.68% | 0.76% | 1.55% | 1.39% | 2.42% | 1.91% | 1.37% | 1.50% | 1.78% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IMKTA vs. VOO - Drawdown Comparison
The maximum IMKTA drawdown since its inception was -72.55%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IMKTA and VOO. For additional features, visit the drawdowns tool.
Volatility
IMKTA vs. VOO - Volatility Comparison
The current volatility for Ingles Markets, Incorporated (IMKTA) is 8.64%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that IMKTA 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.