VERX vs. VOO
Compare and contrast key facts about Vertex, Inc. (VERX) 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: VERX or VOO.
Correlation
The correlation between VERX 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
VERX vs. VOO - Performance Comparison
Key characteristics
VERX:
2.82
VOO:
2.04
VERX:
4.15
VOO:
2.72
VERX:
1.56
VOO:
1.38
VERX:
3.54
VOO:
3.09
VERX:
20.76
VOO:
13.04
VERX:
6.56%
VOO:
2.00%
VERX:
48.36%
VOO:
12.79%
VERX:
-75.40%
VOO:
-33.99%
VERX:
-2.32%
VOO:
-2.15%
Returns By Period
In the year-to-date period, VERX achieves a 4.22% return, which is significantly higher than VOO's 1.16% return.
VERX
4.22%
4.32%
48.46%
131.86%
N/A
N/A
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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Risk-Adjusted Performance
VERX vs. VOO — Risk-Adjusted Performance Rank
VERX
VOO
VERX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertex, Inc. (VERX) 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
VERX vs. VOO - Dividend Comparison
VERX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VERX Vertex, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VERX vs. VOO - Drawdown Comparison
The maximum VERX drawdown since its inception was -75.40%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VERX and VOO. For additional features, visit the drawdowns tool.
Volatility
VERX vs. VOO - Volatility Comparison
Vertex, Inc. (VERX) has a higher volatility of 8.89% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. This indicates that VERX'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.