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.
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.
Performance
VALU vs. VOO - Performance Comparison
Key characteristics
VALU:
-0.12
VOO:
1.76
VALU:
0.14
VOO:
2.37
VALU:
1.02
VOO:
1.32
VALU:
-0.08
VOO:
2.66
VALU:
-0.40
VOO:
11.10
VALU:
13.05%
VOO:
2.02%
VALU:
44.29%
VOO:
12.79%
VALU:
-77.54%
VOO:
-33.99%
VALU:
-58.33%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VALU achieves a -24.58% return, which is significantly lower than VOO's 2.40% return. Both investments have delivered pretty close results over the past 10 years, with VALU having a 13.70% annualized return and VOO not far behind at 13.03%.
VALU
-24.58%
-12.78%
-6.15%
-4.90%
7.22%
13.70%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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.
Dividends
VALU vs. VOO - Dividend Comparison
VALU's dividend yield for the trailing twelve months is around 3.03%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALU Value Line, Inc. | 3.03% | 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 | 1.22% | 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. For additional features, visit the drawdowns tool.
Volatility
VALU vs. VOO - Volatility Comparison
Value Line, Inc. (VALU) has a higher volatility of 15.78% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. 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.