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SO vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

SO vs. VTI

Last updated May 12, 2025

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.

Correlation

The correlation between SO and VTI is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

SO vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Southern Company (SO) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

SO:

18.32%

VTI:

11.00%

Max Drawdown

SO:

-38.43%

VTI:

-0.81%

Current Drawdown

SO:

-2.81%

VTI:

-0.11%

Returns By Period

SO

YTD

10.69%

1M

0.55%

6M

3.64%

1Y

19.63%

5Y*

14.75%

10Y*

12.31%

VTI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

SO vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SO
The Risk-Adjusted Performance Rank of SO is 8484
Overall Rank
The Sharpe Ratio Rank of SO is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of SO is 8181
Sortino Ratio Rank
The Omega Ratio Rank of SO is 7878
Omega Ratio Rank
The Calmar Ratio Rank of SO is 9191
Calmar Ratio Rank
The Martin Ratio Rank of SO is 8484
Martin Ratio Rank
VTI
The Risk-Adjusted Performance Rank of VTI is 6060
Overall Rank
The Sharpe Ratio Rank of VTI is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6363
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

SO vs. VTI - Dividend Comparison

SO's dividend yield for the trailing twelve months is around 3.19%, more than VTI's 1.35% yield.

TTM20242023202220212020201920182017201620152014
SO
The Southern Company		3.19%3.47%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%4.24%
VTI
Vanguard Total Stock Market ETF		1.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SO vs. VTI - Drawdown Comparison

The maximum SO drawdown since its inception was -38.43%, which is greater than VTI's maximum drawdown of -0.81%. Use the drawdown chart below to compare losses from any high point for SO and VTI. For additional features, visit the drawdowns tool.

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Volatility

SO vs. VTI - Volatility Comparison

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