Correlation
The correlation between VOO and NVIR is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
VOO vs. NVIR
Compare and contrast key facts about Vanguard S&P 500 ETF (VOO) and Horizon Kinetics Energy Remediation ETF (NVIR).
VOO and NVIR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. NVIR is an actively managed fund by Horizon. It was launched on Feb 21, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOO or NVIR.
Performance
VOO vs. NVIR - Performance Comparison
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Key characteristics
VOO:
0.74
NVIR:
0.18
VOO:
1.04
NVIR:
0.36
VOO:
1.15
NVIR:
1.05
VOO:
0.68
NVIR:
0.16
VOO:
2.58
NVIR:
0.49
VOO:
4.93%
NVIR:
7.42%
VOO:
19.54%
NVIR:
23.90%
VOO:
-33.99%
NVIR:
-22.47%
VOO:
-3.55%
NVIR:
-11.76%
Returns By Period
In the year-to-date period, VOO achieves a 0.90% return, which is significantly higher than NVIR's -3.04% return.
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
NVIR
-3.04%
2.11%
-10.09%
2.87%
N/A
N/A
N/A
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VOO vs. NVIR - Expense Ratio Comparison
VOO has a 0.03% expense ratio, which is lower than NVIR's 0.85% expense ratio.
Risk-Adjusted Performance
VOO vs. NVIR — Risk-Adjusted Performance Rank
VOO
NVIR
VOO vs. NVIR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and Horizon Kinetics Energy Remediation ETF (NVIR). 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.
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Dividends
VOO vs. NVIR - Dividend Comparison
VOO's dividend yield for the trailing twelve months is around 1.29%, less than NVIR's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
NVIR Horizon Kinetics Energy Remediation ETF | 1.55% | 1.50% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VOO vs. NVIR - Drawdown Comparison
The maximum VOO drawdown since its inception was -33.99%, which is greater than NVIR's maximum drawdown of -22.47%. Use the drawdown chart below to compare losses from any high point for VOO and NVIR.
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Volatility
VOO vs. NVIR - Volatility Comparison
Vanguard S&P 500 ETF (VOO) has a higher volatility of 4.84% compared to Horizon Kinetics Energy Remediation ETF (NVIR) at 4.43%. This indicates that VOO's price experiences larger fluctuations and is considered to be riskier than NVIR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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