VLAAX vs. VOO
VLAAX (Value Line Asset Allocation Fund) and VOO (Vanguard S&P 500 ETF) are both funds - VLAAX is a Diversified Portfolio fund managed by Value Line, while VOO is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, VLAAX returned 7.04%/yr vs 15.14%/yr for VOO. Their correlation of 0.86 means they have usually moved in the same direction. VLAAX charges 1.04%/yr vs 0.03%/yr for VOO.
Performance
VLAAX vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, VLAAX achieves a -3.92% return, which is significantly lower than VOO's 10.16% return. Over the past 10 years, VLAAX has underperformed VOO with an annualized return of 7.04%, while VOO has yielded a comparatively higher 15.14% annualized return.
VLAAX
- 1D
- -1.00%
- 1M
- -0.65%
- 6M
- -2.34%
- YTD
- -3.92%
- 1Y
- -9.23%
- 3Y*
- 3.51%
- 5Y*
- 1.77%
- 10Y*
- 7.04%
- ALL TIME*
- 8.80%
VOO
- 1D
- 0.71%
- 1M
- 0.26%
- 6M
- 8.58%
- YTD
- 10.16%
- 1Y
- 21.58%
- 3Y*
- 19.42%
- 5Y*
- 12.83%
- 10Y*
- 15.14%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $3.82B | $3.78B | $5.44B |
VLAAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLAAX Value Line Asset Allocation Fund | -3.92% | -2.61% | 9.36% | 21.52% | -15.70% | 11.77% | 15.24% | 25.40% | 2.00% | 14.94% |
VOO Vanguard S&P 500 ETF | 10.16% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between VLAAX and VOO is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.86 |
Over the past year, the correlation between VLAAX and VOO has dropped to 0.41 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
VLAAX vs. VOO — Risk / Return Rank
VLAAX
VOO
VLAAX vs. VOO - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VLAAX | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.60 | ||
| Sortino ratioReturn per unit of downside risk | -3.57 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.28 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 2.21 | -2.93 |
| Martin ratioReturn relative to average drawdown | -1.16 | 9.44 | -10.60 |
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Drawdowns
VLAAX vs. VOO - Drawdown Comparison
The maximum VLAAX drawdown since its inception was -43.95%, 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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Drawdown Indicators
| VLAAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.95% | -33.99% | -9.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.99% | -8.90% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -20.28% | -18.69% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -22.26% | -24.52% | +2.26% |
Max Drawdown (10Y)Largest decline over 10 years | -23.89% | -33.99% | +10.10% |
Current DrawdownCurrent decline from peak | -17.01% | -1.38% | -15.63% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -3.67% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.65% | 2.08% | +6.57% |
Volatility
VLAAX vs. VOO - Volatility Comparison
Value Line Asset Allocation Fund (VLAAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.41% and 3.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLAAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.54% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 10.10% | -2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.42% | 12.82% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.71% | 16.93% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.93% | 18.01% | -5.08% |
VLAAX vs. VOO - Expense Ratio Comparison
VLAAX has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Dividends
VLAAX vs. VOO - Dividend Comparison
VLAAX's dividend yield for the trailing twelve months is around 12.72%, more than VOO's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLAAX Value Line Asset Allocation Fund | 12.72% | 12.22% | 10.14% | 9.88% | 6.00% | 6.43% | 0.53% | 1.74% | 3.09% | 4.34% | 2.38% | 2.98% |
VOO Vanguard S&P 500 ETF | 1.07% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
VLAAX and VOO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOO has higher volatility (3.54%) compared to VLAAX (3.41%). In terms of maximum drawdown, VLAAX dropped -43.95% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.53 vs -1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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