VOC vs. VTI
Compare and contrast key facts about VOC Energy Trust (VOC) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOC or VTI.
Correlation
The correlation between VOC and VTI is 0.24, 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
VOC vs. VTI - Performance Comparison
Key characteristics
VOC:
-0.96
VTI:
1.83
VOC:
-1.26
VTI:
2.45
VOC:
0.83
VTI:
1.33
VOC:
-0.59
VTI:
2.80
VOC:
-1.63
VTI:
11.18
VOC:
23.09%
VTI:
2.15%
VOC:
39.35%
VTI:
13.07%
VOC:
-87.00%
VTI:
-55.45%
VOC:
-61.73%
VTI:
-1.18%
Returns By Period
In the year-to-date period, VOC achieves a -16.08% return, which is significantly lower than VTI's 3.03% return. Over the past 10 years, VOC has underperformed VTI with an annualized return of 8.49%, while VTI has yielded a comparatively higher 12.89% annualized return.
VOC
-16.08%
-16.08%
-12.54%
-36.81%
10.93%
8.49%
VTI
3.03%
3.03%
14.30%
24.48%
14.56%
12.89%
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Risk-Adjusted Performance
VOC vs. VTI — Risk-Adjusted Performance Rank
VOC
VTI
VOC vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VOC Energy Trust (VOC) and Vanguard Total Stock Market ETF (VTI). 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
VOC vs. VTI - Dividend Comparison
VOC's dividend yield for the trailing twelve months is around 15.90%, more than VTI's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 15.90% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% | 34.64% |
VTI Vanguard Total Stock Market ETF | 1.23% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
VOC vs. VTI - Drawdown Comparison
The maximum VOC drawdown since its inception was -87.00%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VOC and VTI. For additional features, visit the drawdowns tool.
Volatility
VOC vs. VTI - Volatility Comparison
VOC Energy Trust (VOC) has a higher volatility of 24.21% compared to Vanguard Total Stock Market ETF (VTI) at 3.94%. This indicates that VOC's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.