USRAX vs. VOO
Compare and contrast key facts about Horizon U.S. Defensive Equity Fund (USRAX) and Vanguard S&P 500 ETF (VOO).
USRAX is managed by Horizon Investments. It was launched on Jun 26, 2019. 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: USRAX or VOO.
Correlation
The correlation between USRAX and VOO is 0.93, 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
USRAX vs. VOO - Performance Comparison
Key characteristics
USRAX:
0.53
VOO:
1.81
USRAX:
0.73
VOO:
2.44
USRAX:
1.12
VOO:
1.33
USRAX:
0.50
VOO:
2.74
USRAX:
1.65
VOO:
11.43
USRAX:
4.39%
VOO:
2.02%
USRAX:
13.53%
VOO:
12.77%
USRAX:
-34.71%
VOO:
-33.99%
USRAX:
-7.89%
VOO:
-0.72%
Returns By Period
In the year-to-date period, USRAX achieves a 4.70% return, which is significantly higher than VOO's 3.31% return.
USRAX
4.70%
5.92%
1.21%
6.86%
3.64%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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USRAX vs. VOO - Expense Ratio Comparison
USRAX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USRAX vs. VOO — Risk-Adjusted Performance Rank
USRAX
VOO
USRAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon U.S. Defensive Equity Fund (USRAX) 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
USRAX vs. VOO - Dividend Comparison
USRAX's dividend yield for the trailing twelve months is around 0.35%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRAX Horizon U.S. Defensive Equity Fund | 0.35% | 0.37% | 0.49% | 0.80% | 0.63% | 0.30% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
USRAX vs. VOO - Drawdown Comparison
The maximum USRAX drawdown since its inception was -34.71%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USRAX and VOO. For additional features, visit the drawdowns tool.
Volatility
USRAX vs. VOO - Volatility Comparison
The current volatility for Horizon U.S. Defensive Equity Fund (USRAX) is 2.83%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.40%. This indicates that USRAX 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.