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:
-0.37
VOO:
-0.07
USA:
-0.39
VOO:
0.01
USA:
0.95
VOO:
1.00
USA:
-0.37
VOO:
-0.07
USA:
-1.62
VOO:
-0.36
USA:
3.60%
VOO:
3.31%
USA:
15.83%
VOO:
15.79%
USA:
-69.06%
VOO:
-33.99%
USA:
-15.60%
VOO:
-17.13%
Returns By Period
In the year-to-date period, USA achieves a -10.73% return, which is significantly higher than VOO's -13.30% return. Both investments have delivered pretty close results over the past 10 years, with USA having a 11.08% annualized return and VOO not far ahead at 11.35%.
USA
-10.73%
-9.69%
-10.80%
-4.88%
18.13%
11.08%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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Risk-Adjusted Performance
USA vs. VOO — Risk-Adjusted Performance Rank
USA
VOO
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 11.72%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 11.72% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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
The current volatility for Liberty All-Star Equity Fund (USA) is 7.77%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that USA 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.