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.
Key characteristics
| POLIX | VOO | |
|---|---|---|
| YTD Return | 10.11% | 19.30% |
| 1Y Return | 20.42% | 28.36% |
| 3Y Return (Ann) | -1.68% | 10.06% |
| 5Y Return (Ann) | 11.26% | 15.26% |
| 10Y Return (Ann) | 13.97% | 12.92% |
| Sharpe Ratio | 1.28 | 2.26 |
| Daily Std Dev | 15.83% | 12.63% |
| Max Drawdown | -42.84% | -33.99% |
| Current Drawdown | -8.81% | -0.28% |
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.
Performance
POLIX vs. VOO - Performance Comparison
In the year-to-date period, POLIX achieves a 10.11% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, POLIX has outperformed VOO with an annualized return of 13.97%, while VOO has yielded a comparatively lower 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 0.00% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% | 7.18% | 1.45% |
VOO Vanguard S&P 500 ETF | 1.28% | 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 -42.84%, 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
The current volatility for Polen Growth Fund (POLIX) is 3.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that POLIX 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.