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.
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.
Performance
SOJC vs. VOO - Performance Comparison
Key characteristics
SOJC:
-0.33
VOO:
1.81
SOJC:
-0.39
VOO:
2.44
SOJC:
0.95
VOO:
1.33
SOJC:
-0.33
VOO:
2.74
SOJC:
-0.72
VOO:
11.43
SOJC:
5.43%
VOO:
2.02%
SOJC:
11.63%
VOO:
12.77%
SOJC:
-22.06%
VOO:
-33.99%
SOJC:
-9.75%
VOO:
-0.72%
Returns By Period
In the year-to-date period, SOJC achieves a 1.23% return, which is significantly lower than VOO's 3.31% return.
SOJC
1.23%
1.74%
-3.75%
-5.12%
1.48%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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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.
Dividends
SOJC vs. VOO - Dividend Comparison
SOJC's dividend yield for the trailing twelve months is around 5.90%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOJC The Southern Company | 5.90% | 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 | 1.20% | 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 -22.06%, 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. For additional features, visit the drawdowns tool.
Volatility
SOJC vs. VOO - Volatility Comparison
The Southern Company (SOJC) has a higher volatility of 4.50% compared to Vanguard S&P 500 ETF (VOO) at 3.40%. This indicates that SOJC'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.