Correlation
The correlation between VALU and VOO is 0.21, 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.
VALU vs. VOO
Compare and contrast key facts about Value Line, Inc. (VALU) 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: VALU or VOO.
Performance
VALU vs. VOO - Performance Comparison
Loading data...
Key characteristics
VALU:
0.05
VOO:
0.74
VALU:
0.27
VOO:
1.04
VALU:
1.03
VOO:
1.15
VALU:
-0.04
VOO:
0.68
VALU:
-0.12
VOO:
2.58
VALU:
19.19%
VOO:
4.93%
VALU:
47.31%
VOO:
19.54%
VALU:
-77.54%
VOO:
-33.99%
VALU:
-58.22%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VALU achieves a -24.39% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, VALU has outperformed VOO with an annualized return of 14.78%, while VOO has yielded a comparatively lower 12.81% annualized return.
VALU
-24.39%
-2.70%
-22.22%
2.48%
-15.45%
9.33%
14.78%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VALU vs. VOO — Risk-Adjusted Performance Rank
VALU
VOO
VALU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line, Inc. (VALU) 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.
Loading data...
Dividends
VALU vs. VOO - Dividend Comparison
VALU's dividend yield for the trailing twelve months is around 3.12%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALU Value Line, Inc. | 3.12% | 2.23% | 2.24% | 1.91% | 1.86% | 2.52% | 2.73% | 3.65% | 3.67% | 3.44% | 4.37% | 3.68% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VALU vs. VOO - Drawdown Comparison
The maximum VALU drawdown since its inception was -77.54%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VALU and VOO.
Loading data...
Volatility
VALU vs. VOO - Volatility Comparison
Value Line, Inc. (VALU) has a higher volatility of 8.70% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that VALU'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.
Loading data...