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:
-0.80
VOO:
2.04
IMKTA:
-1.06
VOO:
2.72
IMKTA:
0.87
VOO:
1.38
IMKTA:
-0.51
VOO:
3.02
IMKTA:
-1.11
VOO:
13.60
IMKTA:
18.03%
VOO:
1.88%
IMKTA:
24.96%
VOO:
12.52%
IMKTA:
-72.60%
VOO:
-33.99%
IMKTA:
-32.57%
VOO:
-3.52%
Returns By Period
In the year-to-date period, IMKTA achieves a -21.65% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, IMKTA has underperformed VOO with an annualized return of 8.43%, while VOO has yielded a comparatively higher 13.02% annualized return.
IMKTA
-21.65%
-3.77%
-2.66%
-20.38%
8.00%
8.43%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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Risk-Adjusted Performance
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 0.98%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 0.98% | 0.76% | 0.68% | 0.76% | 1.55% | 1.39% | 2.42% | 1.91% | 1.37% | 1.50% | 1.78% | 1.83% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IMKTA vs. VOO - Drawdown Comparison
The maximum IMKTA drawdown since its inception was -72.60%, 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
Ingles Markets, Incorporated (IMKTA) has a higher volatility of 7.23% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. This indicates that IMKTA'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.