SO vs. VTI
Compare and contrast key facts about The Southern Company (SO) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or VTI.
Key characteristics
| SO | VTI | |
|---|---|---|
| YTD Return | 8.57% | 5.99% |
| 1Y Return | 6.95% | 25.64% |
| 3Y Return (Ann) | 8.75% | 6.43% |
| 5Y Return (Ann) | 11.70% | 12.52% |
| 10Y Return (Ann) | 10.08% | 11.86% |
| Sharpe Ratio | 0.40 | 2.07 |
| Daily Std Dev | 18.02% | 12.02% |
| Max Drawdown | -38.43% | -55.45% |
| Current Drawdown | -0.10% | -3.59% |
Correlation
The correlation between SO and VTI 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
SO vs. VTI - Performance Comparison
In the year-to-date period, SO achieves a 8.57% return, which is significantly higher than VTI's 5.99% return. Over the past 10 years, SO has underperformed VTI with an annualized return of 10.08%, while VTI has yielded a comparatively higher 11.86% 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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Risk-Adjusted Performance
SO vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and Vanguard Total Stock Market ETF (VTI). 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
SO vs. VTI - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.72%, more than VTI's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 3.72% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.90% |
VTI Vanguard Total Stock Market ETF | 1.41% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
SO vs. VTI - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SO and VTI. For additional features, visit the drawdowns tool.
Volatility
SO vs. VTI - Volatility Comparison
The Southern Company (SO) has a higher volatility of 5.77% compared to Vanguard Total Stock Market ETF (VTI) at 4.11%. This indicates that SO's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.