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:
0.16
VOO:
0.34
MAGSX:
0.27
VOO:
0.53
MAGSX:
1.03
VOO:
1.07
MAGSX:
0.15
VOO:
0.42
MAGSX:
0.54
VOO:
1.60
MAGSX:
2.80%
VOO:
3.13%
MAGSX:
9.75%
VOO:
14.67%
MAGSX:
-56.42%
VOO:
-33.99%
MAGSX:
-5.83%
VOO:
-12.03%
Returns By Period
In the year-to-date period, MAGSX achieves a 0.18% return, which is significantly higher than VOO's -7.97% return. Over the past 10 years, MAGSX has underperformed VOO with an annualized return of 0.68%, while VOO has yielded a comparatively higher 11.99% annualized return.
MAGSX
0.18%
-0.79%
-4.03%
1.34%
4.49%
0.68%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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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 2.01%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | 2.01% | 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 | 1.41% | 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 3.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 7.31%. 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.