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:
0.62
VOO:
0.30
PHX:
1.12
VOO:
0.55
PHX:
1.13
VOO:
1.08
PHX:
0.22
VOO:
0.30
PHX:
3.42
VOO:
1.37
PHX:
5.74%
VOO:
4.10%
PHX:
31.70%
VOO:
18.73%
PHX:
-95.48%
VOO:
-33.99%
PHX:
-86.60%
VOO:
-13.97%
Returns By Period
In the year-to-date period, PHX achieves a -5.55% return, which is significantly higher than VOO's -10.00% return. Over the past 10 years, PHX has underperformed VOO with an annualized return of -14.90%, while VOO has yielded a comparatively higher 11.73% annualized return.
PHX
-5.55%
-6.27%
4.35%
20.74%
6.29%
-14.90%
VOO
-10.00%
-7.00%
-9.11%
5.82%
14.67%
11.73%
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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 4.01%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHX PHX Minerals Inc. | 4.01% | 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 | 1.44% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.04% and 13.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.