MAGSX vs. VOO
Compare and contrast key facts about Madison Aggressive Allocation Fund (MAGSX) and Vanguard S&P 500 ETF (VOO).
MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006. 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: MAGSX or VOO.
Correlation
The correlation between MAGSX and VOO is 0.94, 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
MAGSX vs. VOO - Performance Comparison
Key characteristics
MAGSX:
0.94
VOO:
1.95
MAGSX:
1.29
VOO:
2.60
MAGSX:
1.18
VOO:
1.36
MAGSX:
0.76
VOO:
2.97
MAGSX:
4.18
VOO:
12.47
MAGSX:
2.03%
VOO:
2.01%
MAGSX:
9.06%
VOO:
12.89%
MAGSX:
-56.42%
VOO:
-33.99%
MAGSX:
-3.67%
VOO:
-1.30%
Returns By Period
In the year-to-date period, MAGSX achieves a 2.47% return, which is significantly lower than VOO's 2.71% return. Over the past 10 years, MAGSX has underperformed VOO with an annualized return of 1.37%, while VOO has yielded a comparatively higher 13.75% annualized return.
MAGSX
2.47%
2.38%
0.66%
7.90%
1.69%
1.37%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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MAGSX vs. VOO - Expense Ratio Comparison
MAGSX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MAGSX vs. VOO — Risk-Adjusted Performance Rank
MAGSX
VOO
MAGSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Aggressive Allocation Fund (MAGSX) 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
MAGSX vs. VOO - Dividend Comparison
MAGSX's dividend yield for the trailing twelve months is around 1.97%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | 1.97% | 2.02% | 1.89% | 1.26% | 2.89% | 0.77% | 1.33% | 1.37% | 1.22% | 1.15% | 0.95% | 1.68% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MAGSX vs. VOO - Drawdown Comparison
The maximum MAGSX drawdown since its inception was -56.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MAGSX and VOO. For additional features, visit the drawdowns tool.
Volatility
MAGSX vs. VOO - Volatility Comparison
The current volatility for Madison Aggressive Allocation Fund (MAGSX) is 3.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.21%. This indicates that MAGSX 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.