USLM vs. VOO
Compare and contrast key facts about United States Lime & Minerals, Inc. (USLM) 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: USLM or VOO.
Key characteristics
| USLM | VOO | |
|---|---|---|
| YTD Return | 209.61% | 27.26% |
| 1Y Return | 261.34% | 37.86% |
| 3Y Return (Ann) | 74.66% | 10.35% |
| 5Y Return (Ann) | 53.20% | 16.03% |
| 10Y Return (Ann) | 27.36% | 13.45% |
| Sharpe Ratio | 6.58 | 3.25 |
| Sortino Ratio | 6.43 | 4.31 |
| Omega Ratio | 1.89 | 1.61 |
| Calmar Ratio | 14.19 | 4.74 |
| Martin Ratio | 51.39 | 21.63 |
| Ulcer Index | 5.13% | 1.85% |
| Daily Std Dev | 40.14% | 12.25% |
| Max Drawdown | -77.22% | -33.99% |
| Current Drawdown | -0.57% | 0.00% |
Correlation
The correlation between USLM and VOO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USLM vs. VOO - Performance Comparison
In the year-to-date period, USLM achieves a 209.61% return, which is significantly higher than VOO's 27.26% return. Over the past 10 years, USLM has outperformed VOO with an annualized return of 27.36%, while VOO has yielded a comparatively lower 13.45% 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
USLM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) 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
USLM vs. VOO - Dividend Comparison
USLM's dividend yield for the trailing twelve months is around 0.13%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USLM United States Lime & Minerals, Inc. | 0.13% | 0.35% | 0.57% | 0.50% | 0.56% | 6.52% | 0.76% | 0.70% | 0.66% | 0.91% | 0.69% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
USLM vs. VOO - Drawdown Comparison
The maximum USLM drawdown since its inception was -77.22%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USLM and VOO. For additional features, visit the drawdowns tool.
Volatility
USLM vs. VOO - Volatility Comparison
United States Lime & Minerals, Inc. (USLM) has a higher volatility of 16.51% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that USLM'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.