Correlation
The correlation between SOJC and VOO is 0.32, 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.
SOJC vs. VOO
Compare and contrast key facts about The Southern Company (SOJC) 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: SOJC or VOO.
Performance
SOJC vs. VOO - Performance Comparison
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Key characteristics
SOJC:
-0.19
VOO:
0.74
SOJC:
-0.08
VOO:
1.04
SOJC:
0.99
VOO:
1.15
SOJC:
-0.09
VOO:
0.68
SOJC:
-0.16
VOO:
2.58
SOJC:
7.16%
VOO:
4.93%
SOJC:
10.44%
VOO:
19.54%
SOJC:
-22.05%
VOO:
-33.99%
SOJC:
-11.33%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SOJC achieves a -0.55% return, which is significantly lower than VOO's 0.90% return.
SOJC
-0.55%
-0.19%
-5.74%
-4.07%
0.94%
1.15%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
SOJC vs. VOO — Risk-Adjusted Performance Rank
SOJC
VOO
SOJC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SOJC) 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.
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Dividends
SOJC vs. VOO - Dividend Comparison
SOJC's dividend yield for the trailing twelve months is around 6.19%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOJC The Southern Company | 6.19% | 5.97% | 5.48% | 6.16% | 5.01% | 4.82% | 4.99% | 6.16% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SOJC vs. VOO - Drawdown Comparison
The maximum SOJC drawdown since its inception was -22.05%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SOJC and VOO.
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Volatility
SOJC vs. VOO - Volatility Comparison
The current volatility for The Southern Company (SOJC) is 2.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that SOJC 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.
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