PSHZF vs. VOO
Compare and contrast key facts about Pershing Square Holdings Ltd (PSHZF) 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: PSHZF or VOO.
Correlation
The correlation between PSHZF and VOO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PSHZF vs. VOO - Performance Comparison
Key characteristics
PSHZF:
0.77
VOO:
1.76
PSHZF:
1.16
VOO:
2.37
PSHZF:
1.14
VOO:
1.32
PSHZF:
0.89
VOO:
2.66
PSHZF:
1.66
VOO:
11.10
PSHZF:
10.07%
VOO:
2.02%
PSHZF:
21.77%
VOO:
12.79%
PSHZF:
-56.97%
VOO:
-33.99%
PSHZF:
-1.87%
VOO:
-2.11%
Returns By Period
In the year-to-date period, PSHZF achieves a 16.58% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, PSHZF has underperformed VOO with an annualized return of 8.56%, while VOO has yielded a comparatively higher 13.03% annualized return.
PSHZF
16.58%
8.38%
17.56%
15.78%
24.44%
8.56%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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Risk-Adjusted Performance
PSHZF vs. VOO — Risk-Adjusted Performance Rank
PSHZF
VOO
PSHZF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pershing Square Holdings Ltd (PSHZF) 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
PSHZF vs. VOO - Dividend Comparison
PSHZF's dividend yield for the trailing twelve months is around 0.78%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSHZF Pershing Square Holdings Ltd | 0.78% | 1.21% | 1.12% | 1.16% | 0.97% | 1.13% | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PSHZF vs. VOO - Drawdown Comparison
The maximum PSHZF drawdown since its inception was -56.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSHZF and VOO. For additional features, visit the drawdowns tool.
Volatility
PSHZF vs. VOO - Volatility Comparison
Pershing Square Holdings Ltd (PSHZF) has a higher volatility of 6.66% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that PSHZF'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.