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:
0.17
VOO:
0.54
USA:
0.37
VOO:
0.88
USA:
1.05
VOO:
1.13
USA:
0.18
VOO:
0.55
USA:
0.68
VOO:
2.27
USA:
4.62%
VOO:
4.55%
USA:
18.33%
VOO:
19.19%
USA:
-69.05%
VOO:
-33.99%
USA:
-10.09%
VOO:
-9.90%
Returns By Period
In the year-to-date period, USA achieves a -4.90% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, USA has underperformed VOO with an annualized return of 11.51%, while VOO has yielded a comparatively higher 12.12% annualized return.
USA
-4.90%
-2.92%
-6.04%
2.71%
14.85%
11.51%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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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 10.79%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 10.79% | 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 | 1.38% | 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 -69.05%, 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 11.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.