PHX vs. VOO
Compare and contrast key facts about PHX Minerals Inc. (PHX) 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: PHX or VOO.
Correlation
The correlation between PHX and VOO is 0.37, 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
PHX vs. VOO - Performance Comparison
Key characteristics
PHX:
0.81
VOO:
2.04
PHX:
1.38
VOO:
2.72
PHX:
1.17
VOO:
1.38
PHX:
0.26
VOO:
3.09
PHX:
4.39
VOO:
13.04
PHX:
5.32%
VOO:
2.00%
PHX:
28.89%
VOO:
12.79%
PHX:
-95.48%
VOO:
-33.99%
PHX:
-85.78%
VOO:
-2.15%
Returns By Period
In the year-to-date period, PHX achieves a 0.25% return, which is significantly lower than VOO's 1.16% return. Over the past 10 years, PHX has underperformed VOO with an annualized return of -14.37%, while VOO has yielded a comparatively higher 13.46% annualized return.
PHX
0.25%
1.01%
22.81%
29.44%
-12.51%
-14.37%
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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Risk-Adjusted Performance
PHX vs. VOO — Risk-Adjusted Performance Rank
PHX
VOO
PHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PHX Minerals Inc. (PHX) 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
PHX vs. VOO - Dividend Comparison
PHX's dividend yield for the trailing twelve months is around 3.49%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHX PHX Minerals Inc. | 3.49% | 3.50% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% |
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
PHX vs. VOO - Drawdown Comparison
The maximum PHX drawdown since its inception was -95.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PHX and VOO. For additional features, visit the drawdowns tool.
Volatility
PHX vs. VOO - Volatility Comparison
PHX Minerals Inc. (PHX) has a higher volatility of 7.90% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. This indicates that PHX'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.