VSLU vs. VOO
Compare and contrast key facts about Applied Finance Valuation Large Cap ETF (VSLU) and Vanguard S&P 500 ETF (VOO).
VSLU and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VSLU is an actively managed fund by Applied Finance Group. It was launched on Apr 29, 2021. 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: VSLU or VOO.
Key characteristics
| VSLU | VOO | |
|---|---|---|
| YTD Return | 5.28% | 6.62% |
| 1Y Return | 24.66% | 25.71% |
| 3Y Return (Ann) | 8.61% | 8.15% |
| Sharpe Ratio | 2.12 | 2.13 |
| Daily Std Dev | 11.13% | 11.67% |
| Max Drawdown | -23.86% | -33.99% |
| Current Drawdown | -4.05% | -3.56% |
Correlation
The correlation between VSLU and VOO is 0.97, 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
VSLU vs. VOO - Performance Comparison
In the year-to-date period, VSLU achieves a 5.28% return, which is significantly lower than VOO's 6.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSLU vs. VOO - Expense Ratio Comparison
VSLU has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VSLU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Finance Valuation Large Cap ETF (VSLU) 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
VSLU vs. VOO - Dividend Comparison
VSLU's dividend yield for the trailing twelve months is around 0.57%, less than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSLU Applied Finance Valuation Large Cap ETF | 0.57% | 0.60% | 0.99% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VSLU vs. VOO - Drawdown Comparison
The maximum VSLU drawdown since its inception was -23.86%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSLU and VOO. For additional features, visit the drawdowns tool.
Volatility
VSLU vs. VOO - Volatility Comparison
Applied Finance Valuation Large Cap ETF (VSLU) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.09% and 4.04%, 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.