POLIX vs. VOO
Compare and contrast key facts about Polen Growth Fund (POLIX) and Vanguard S&P 500 ETF (VOO).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. 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: POLIX or VOO.
Performance
POLIX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, POLIX achieves a 16.49% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, POLIX has underperformed VOO with an annualized return of 10.25%, while VOO has yielded a comparatively higher 13.18% annualized return.
POLIX
16.49%
3.57%
9.51%
21.39%
8.10%
10.25%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| POLIX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.51 | 2.70 |
| Sortino Ratio | 2.03 | 3.60 |
| Omega Ratio | 1.27 | 1.50 |
| Calmar Ratio | 0.72 | 3.90 |
| Martin Ratio | 8.66 | 17.65 |
| Ulcer Index | 2.57% | 1.86% |
| Daily Std Dev | 14.72% | 12.19% |
| Max Drawdown | -49.68% | -33.99% |
| Current Drawdown | -16.19% | -0.86% |
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POLIX vs. VOO - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between POLIX and VOO is 0.88, 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.
Risk-Adjusted Performance
POLIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) 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
POLIX vs. VOO - Dividend Comparison
POLIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% | 0.23% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
POLIX vs. VOO - Drawdown Comparison
The maximum POLIX drawdown since its inception was -49.68%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for POLIX and VOO. For additional features, visit the drawdowns tool.
Volatility
POLIX vs. VOO - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 4.74% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that POLIX'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.