VVR vs. VOO
Compare and contrast key facts about Invesco Senior Income Trust (VVR) and Vanguard S&P 500 ETF (VOO).
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: VVR or VOO.
Correlation
The correlation between VVR and VOO is 0.34, 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
VVR vs. VOO - Performance Comparison
Key characteristics
VVR:
0.47
VOO:
2.25
VVR:
0.71
VOO:
2.98
VVR:
1.09
VOO:
1.42
VVR:
0.58
VOO:
3.31
VVR:
1.46
VOO:
14.77
VVR:
4.24%
VOO:
1.90%
VVR:
13.25%
VOO:
12.46%
VVR:
-73.78%
VOO:
-33.99%
VVR:
-8.51%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VVR achieves a 5.94% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VVR has underperformed VOO with an annualized return of 6.95%, while VOO has yielded a comparatively higher 13.08% annualized return.
VVR
5.94%
0.04%
-4.50%
5.42%
8.61%
6.95%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
VVR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Income Trust (VVR) 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
VVR vs. VOO - Dividend Comparison
VVR's dividend yield for the trailing twelve months is around 13.44%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 13.44% | 11.54% | 11.46% | 7.23% | 6.71% | 6.22% | 6.83% | 6.08% | 6.49% | 7.97% | 7.11% | 7.18% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VVR vs. VOO - Drawdown Comparison
The maximum VVR drawdown since its inception was -73.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VVR and VOO. For additional features, visit the drawdowns tool.
Volatility
VVR vs. VOO - Volatility Comparison
Invesco Senior Income Trust (VVR) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.86% and 3.75%, 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.