UMH vs. VOO
Compare and contrast key facts about UMH Properties, Inc. (UMH) 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: UMH or VOO.
Key characteristics
| UMH | VOO | |
|---|---|---|
| YTD Return | 1.71% | 7.94% |
| 1Y Return | 5.98% | 28.21% |
| 3Y Return (Ann) | -6.94% | 8.82% |
| 5Y Return (Ann) | 6.85% | 13.59% |
| 10Y Return (Ann) | 10.34% | 12.69% |
| Sharpe Ratio | 0.30 | 2.33 |
| Daily Std Dev | 25.07% | 11.70% |
| Max Drawdown | -62.44% | -33.99% |
| Current Drawdown | -37.49% | -2.36% |
Correlation
The correlation between UMH and VOO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UMH vs. VOO - Performance Comparison
In the year-to-date period, UMH achieves a 1.71% return, which is significantly lower than VOO's 7.94% return. Over the past 10 years, UMH has underperformed VOO with an annualized return of 10.34%, while VOO has yielded a comparatively higher 12.69% 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
UMH vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) 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
UMH vs. VOO - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.34%, more than VOO's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 5.34% | 5.35% | 4.97% | 2.68% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% | 7.64% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
UMH vs. VOO - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UMH and VOO. For additional features, visit the drawdowns tool.
Volatility
UMH vs. VOO - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 9.57% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that UMH'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.