TADAX vs. VOO
Compare and contrast key facts about Transamerica US Growth (TADAX) and Vanguard S&P 500 ETF (VOO).
TADAX is managed by Transamerica. It was launched on Nov 13, 2009. 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: TADAX or VOO.
Correlation
The correlation between TADAX and VOO is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TADAX vs. VOO - Performance Comparison
Key characteristics
TADAX:
0.28
VOO:
0.57
TADAX:
0.55
VOO:
0.92
TADAX:
1.08
VOO:
1.13
TADAX:
0.31
VOO:
0.58
TADAX:
1.10
VOO:
2.42
TADAX:
6.73%
VOO:
4.51%
TADAX:
26.49%
VOO:
19.17%
TADAX:
-35.00%
VOO:
-33.99%
TADAX:
-14.58%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TADAX achieves a -10.60% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, TADAX has outperformed VOO with an annualized return of 12.77%, while VOO has yielded a comparatively lower 12.02% annualized return.
TADAX
-10.60%
-5.28%
-6.95%
5.92%
14.18%
12.77%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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TADAX vs. VOO - Expense Ratio Comparison
TADAX has a 1.02% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TADAX vs. VOO — Risk-Adjusted Performance Rank
TADAX
VOO
TADAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) 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
TADAX vs. VOO - Dividend Comparison
TADAX's dividend yield for the trailing twelve months is around 18.72%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | 18.72% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% | 23.12% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TADAX vs. VOO - Drawdown Comparison
The maximum TADAX drawdown since its inception was -35.00%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TADAX and VOO. For additional features, visit the drawdowns tool.
Volatility
TADAX vs. VOO - Volatility Comparison
Transamerica US Growth (TADAX) has a higher volatility of 18.91% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. This indicates that TADAX'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.