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.
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
Key characteristics
POLIX:
0.64
VOO:
1.95
POLIX:
0.93
VOO:
2.60
POLIX:
1.12
VOO:
1.36
POLIX:
0.36
VOO:
2.97
POLIX:
3.00
VOO:
12.47
POLIX:
3.34%
VOO:
2.01%
POLIX:
15.59%
VOO:
12.89%
POLIX:
-49.68%
VOO:
-33.99%
POLIX:
-16.84%
VOO:
-1.30%
Returns By Period
In the year-to-date period, POLIX achieves a 4.46% return, which is significantly higher than VOO's 2.71% return. Over the past 10 years, POLIX has underperformed VOO with an annualized return of 10.96%, while VOO has yielded a comparatively higher 13.75% annualized return.
POLIX
4.46%
4.03%
7.64%
8.89%
6.52%
10.96%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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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 Rank
POLIX
VOO
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 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.46% compared to Vanguard S&P 500 ETF (VOO) at 4.21%. 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.