VLAAX vs. VOO
Compare and contrast key facts about Value Line Asset Allocation Fund (VLAAX) and Vanguard S&P 500 ETF (VOO).
VLAAX is managed by Value Line. It was launched on Aug 23, 1993. 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: VLAAX or VOO.
Correlation
The correlation between VLAAX and VOO is 0.89, 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
VLAAX vs. VOO - Performance Comparison
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Key characteristics
VLAAX:
0.11
VOO:
0.52
VLAAX:
0.23
VOO:
0.89
VLAAX:
1.04
VOO:
1.13
VLAAX:
0.09
VOO:
0.57
VLAAX:
0.22
VOO:
2.18
VLAAX:
7.79%
VOO:
4.85%
VLAAX:
14.62%
VOO:
19.11%
VLAAX:
-49.66%
VOO:
-33.99%
VLAAX:
-12.12%
VOO:
-7.67%
Returns By Period
In the year-to-date period, VLAAX achieves a 2.98% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, VLAAX has underperformed VOO with an annualized return of 4.36%, while VOO has yielded a comparatively higher 12.42% annualized return.
VLAAX
2.98%
3.91%
-9.34%
1.55%
2.61%
4.36%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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VLAAX vs. VOO - Expense Ratio Comparison
VLAAX has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VLAAX vs. VOO — Risk-Adjusted Performance Rank
VLAAX
VOO
VLAAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Asset Allocation Fund (VLAAX) 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.
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Dividends
VLAAX vs. VOO - Dividend Comparison
VLAAX's dividend yield for the trailing twelve months is around 1.52%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLAAX Value Line Asset Allocation Fund | 1.52% | 1.57% | 1.07% | 0.89% | 0.03% | 0.02% | 0.42% | 0.40% | 0.45% | 0.26% | 0.20% | 2.49% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VLAAX vs. VOO - Drawdown Comparison
The maximum VLAAX drawdown since its inception was -49.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VLAAX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VLAAX vs. VOO - Volatility Comparison
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