USA vs. VOO
Compare and contrast key facts about Liberty All-Star Equity Fund (USA) 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: USA or VOO.
Correlation
The correlation between USA and VOO is 0.79, 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
USA vs. VOO - Performance Comparison
Key characteristics
USA:
1.59
VOO:
2.25
USA:
2.21
VOO:
2.98
USA:
1.28
VOO:
1.42
USA:
1.56
VOO:
3.31
USA:
10.05
VOO:
14.77
USA:
2.22%
VOO:
1.90%
USA:
14.01%
VOO:
12.46%
USA:
-69.06%
VOO:
-33.99%
USA:
-5.05%
VOO:
-2.47%
Returns By Period
In the year-to-date period, USA achieves a 20.99% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, USA has underperformed VOO with an annualized return of 12.23%, while VOO has yielded a comparatively higher 13.08% annualized return.
USA
20.99%
-3.20%
8.96%
20.99%
11.44%
12.23%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
USA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) 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
USA vs. VOO - Dividend Comparison
USA's dividend yield for the trailing twelve months is around 10.20%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 10.20% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% | 5.94% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
USA vs. VOO - Drawdown Comparison
The maximum USA drawdown since its inception was -69.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USA and VOO. For additional features, visit the drawdowns tool.
Volatility
USA vs. VOO - Volatility Comparison
Liberty All-Star Equity Fund (USA) has a higher volatility of 4.18% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that USA'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.