VOO vs VOOG comparison¶

VOO vs VOOG performance comment¶

Market Performance Metrics Overview¶

Metric	VOO	VOOG
High	449.19	285.38
Low	428.64	262.10
Close	445.99	282.82
Start Price	434.01	266.55
Gain %	2.76%	6.10%
Annualized Gain %	41.98%	92.83%
Annualized Volatility %	10.01%	13.13%
Max Drawdown %	-1.06%	-1.36%
Sharpe Ratio	4.62	7.65

Insights and Commentary¶

The comparison of the two market tickers, VOO and VOOG, over the 60-day period from December 16, 2023, to January 25, 2024, reveals several key insights into their respective performances.

Gain %¶

The gain % for both VOO and VOOG indicates positive returns over the observed period. VOOG has a higher gain % of 6.10% compared to VOO's gain of 2.76%.

Annualized Gain %¶

The annualized gain % provides a longer-term view of the performance. VOOG demonstrates significantly higher annualized gain % at 92.83% compared to VOO's 41.98%. This suggests that VOOG has had stronger historical performance.

Annualized Volatility %¶

The annualized volatility % measures the risk of each market. VOOG's volatility of 13.13% is higher than VOO's 10.01%. This indicates that VOOG has experienced larger price fluctuations over time, which could imply higher risk and potential for higher returns.

Max Drawdown %¶

Max drawdown % measures the largest drop from a peak to a trough. Both VOO and VOOG demonstrate low drawdowns, with VOO at -1.06% and VOOG at -1.36%. This suggests that both markets have shown stability and resilience during the observed period.

Sharpe Ratio¶

The Sharpe ratio, which measures the risk-adjusted return, is significantly higher for VOOG at 7.65 compared to VOO's 4.62. This indicates that, based on this metric, VOOG has provided better risk-adjusted returns compared to VOO over the observed period.

In conclusion, the comparison of VOO and VOOG shows that VOOG has outperformed VOO in terms of gain %, annualized gain %, and Sharpe ratio, although with higher volatility. Investors should consider these performance metrics along with their risk tolerance and investment objectives when evaluating these market tickers.

VOO YTD Return (Daily)¶

Comment on YTD Total Returns Results of VOO¶

Year-to-Date Performance¶

The YTD Open for VOO was 433.91, with a YTD High of 449.19 and a YTD Low of 428.64. The YTD Close for the stock was 445.99, resulting in a YTD Gain of 2.76%. The YTD Annualized Gain is an impressive 41.98%, while the YTD Annualized Volatility is relatively low at 10.01%. The YTD Max Drawdown was -1.06%, indicating a minimal risk of loss. The YTD Sharpe Ratio stands at 4.62, suggesting a very high return for the level of risk taken.

Historical Annual Performance¶

The Last Year Annualized Gain was 26.81% with a Last Year Annualized Volatility of 13.05%. At the same time, the Last Year Max Drawdown stood at -9.97%, which indicates a moderate level of risk associated with the investment. The Historical Annualized Volatility (excluding current year) is at 17.32%, higher than the YTD value, while the Historical Annualized Gain (excluding current year) sits at 14.44%. The Max Drawdown in Data (excluding current year) was the highest at -33.99%, suggesting that these periods have experienced significant declines.

Average Performance Metrics¶

The Average Sharpe Ratio for all years (Excluding Last) is 0.83, suggesting a subpar performance compared to the current year. The current Last day gain was 2.39%, indicating a recent uptick in the stock value. With the Current MA 200 at 402.05, MA 50 at 427.06, and MA 5 at 443.43, the stock price is currently above all moving averages, suggesting a bullish trend.

Comment on Current Market Conditions¶

The Current average annualized volatility of 9.25% is lower than historical volatility, indicating a period of relative stability in the market. Additionally, the stock's value is currently above all moving averages, which could indicate continued bullish momentum. Overall, the VOO has demonstrated strong performance in the current year, with a high Sharpe ratio and relatively low volatility. However, caution should be exercised given the historical drawdowns, which have been more severe. The current market conditions suggest a positive outlook for the stock, with the potential for continued growth.

VOO Annual Dividends¶

Year	Annual Dividend	Dividend Yield
2023	$6.36	1.45%
2022	$5.95	1.7%
2021	$5.44	1.3%
2020	$5.3	1.56%
2019	$5.57	1.88%

VOO Montly Dividends¶

Year	Mar	Jun	Sep	Dec
2023	$1.49	$1.58	$1.49	$1.8
2022	$1.37	$1.43	$1.47	$1.67
2021	$1.26	$1.33	$1.31	$1.53
2020	$1.18	$1.43	$1.31	$1.38
2019	$1.46	$1.39	$1.3	$1.43
2018	$1.08	$1.16	$1.21	$1.29
2017	$1.0	$1.01	$1.18	$1.18
2016	$1.01	$0.95	$0.88	$1.3
2015	$0.98	$0.9	$0.95	$1.09
2014	$0.78	$0.81	$0.88	$1.03
2013	$0.34	$0.37	$0.39	$0.91
2012	$0.28	$0.32	$0.34	$0.47
2011	$0.27	$0.28	$0.29	$0.34
2010	0.0	0.0	$0.28	$0.26

Published: 2024-01-25

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