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:
-0.93
VOO:
2.06
IMKTA:
-1.27
VOO:
2.74
IMKTA:
0.85
VOO:
1.38
IMKTA:
-0.60
VOO:
3.12
IMKTA:
-1.41
VOO:
13.13
IMKTA:
16.66%
VOO:
2.01%
IMKTA:
25.36%
VOO:
12.79%
IMKTA:
-72.55%
VOO:
-33.99%
IMKTA:
-35.16%
VOO:
-2.30%
Returns By Period
In the year-to-date period, IMKTA achieves a 0.05% return, which is significantly lower than VOO's 1.01% return. Over the past 10 years, IMKTA has underperformed VOO with an annualized return of 4.79%, while VOO has yielded a comparatively higher 13.44% annualized return.
IMKTA
0.05%
-5.65%
-14.94%
-24.38%
9.41%
4.79%
VOO
1.01%
-1.70%
7.82%
27.03%
14.08%
13.44%
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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 1.03%, less than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 1.03% | 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 | 1.23% | 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
Ingles Markets, Incorporated (IMKTA) has a higher volatility of 6.53% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. 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.