^OEX vs. VOO
Compare and contrast key facts about S&P 100 Index (^OEX) 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: ^OEX or VOO.
Correlation
The correlation between ^OEX and VOO is 0.98, 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
^OEX vs. VOO - Performance Comparison
Key characteristics
^OEX:
2.09
VOO:
2.12
^OEX:
2.77
VOO:
2.82
^OEX:
1.38
VOO:
1.39
^OEX:
3.00
VOO:
3.21
^OEX:
12.66
VOO:
13.50
^OEX:
2.33%
VOO:
2.01%
^OEX:
14.13%
VOO:
12.80%
^OEX:
-61.31%
VOO:
-33.99%
^OEX:
-0.30%
VOO:
-0.30%
Returns By Period
In the year-to-date period, ^OEX achieves a 3.14% return, which is significantly lower than VOO's 3.75% return. Both investments have delivered pretty close results over the past 10 years, with ^OEX having a 13.05% annualized return and VOO not far ahead at 13.68%.
^OEX
3.14%
0.15%
13.53%
28.69%
15.55%
13.05%
VOO
3.75%
1.12%
12.44%
26.28%
14.91%
13.68%
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Risk-Adjusted Performance
^OEX vs. VOO — Risk-Adjusted Performance Rank
^OEX
VOO
^OEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 100 Index (^OEX) 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.
Drawdowns
^OEX vs. VOO - Drawdown Comparison
The maximum ^OEX drawdown since its inception was -61.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ^OEX and VOO. For additional features, visit the drawdowns tool.
Volatility
^OEX vs. VOO - Volatility Comparison
S&P 100 Index (^OEX) has a higher volatility of 4.59% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that ^OEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.