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.
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.
Performance
VLAAX vs. VOO - Performance Comparison
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Key characteristics
VLAAX:
1.13
VOO:
0.74
VLAAX:
1.47
VOO:
1.04
VLAAX:
1.19
VOO:
1.15
VLAAX:
1.04
VOO:
0.68
VLAAX:
3.28
VOO:
2.58
VLAAX:
3.47%
VOO:
4.93%
VLAAX:
11.30%
VOO:
19.54%
VLAAX:
-44.01%
VOO:
-33.99%
VLAAX:
-2.29%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VLAAX achieves a 4.07% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, VLAAX has underperformed VOO with an annualized return of 8.78%, while VOO has yielded a comparatively higher 12.81% annualized return.
VLAAX
4.07%
1.88%
-1.71%
12.68%
10.78%
7.93%
8.78%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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 9.74%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLAAX Value Line Asset Allocation Fund | 9.74% | 10.14% | 9.88% | 6.00% | 6.43% | 0.53% | 1.74% | 3.10% | 4.34% | 2.39% | 2.98% | 2.12% |
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
VLAAX vs. VOO - Drawdown Comparison
The maximum VLAAX drawdown since its inception was -44.01%, 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.
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Volatility
VLAAX vs. VOO - Volatility Comparison
The current volatility for Value Line Asset Allocation Fund (VLAAX) is 2.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that VLAAX 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.
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