BOGSX vs. VOO
Compare and contrast key facts about Black Oak Emerging Technology Fund (BOGSX) and Vanguard S&P 500 ETF (VOO).
BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000. 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: BOGSX or VOO.
Correlation
The correlation between BOGSX and VOO is 0.83, 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
BOGSX vs. VOO - Performance Comparison
Key characteristics
BOGSX:
-0.11
VOO:
0.59
BOGSX:
0.03
VOO:
0.94
BOGSX:
1.00
VOO:
1.14
BOGSX:
-0.06
VOO:
0.60
BOGSX:
-0.31
VOO:
2.34
BOGSX:
10.26%
VOO:
4.80%
BOGSX:
27.98%
VOO:
19.10%
BOGSX:
-92.80%
VOO:
-33.99%
BOGSX:
-46.39%
VOO:
-8.16%
Returns By Period
In the year-to-date period, BOGSX achieves a -3.18% return, which is significantly higher than VOO's -3.92% return. Over the past 10 years, BOGSX has underperformed VOO with an annualized return of 4.28%, while VOO has yielded a comparatively higher 12.27% annualized return.
BOGSX
-3.18%
14.19%
-16.17%
-5.79%
5.27%
4.28%
VOO
-3.92%
11.29%
-4.41%
9.97%
15.75%
12.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOGSX vs. VOO - Expense Ratio Comparison
BOGSX has a 1.03% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BOGSX vs. VOO — Risk-Adjusted Performance Rank
BOGSX
VOO
BOGSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Oak Emerging Technology Fund (BOGSX) 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
BOGSX vs. VOO - Dividend Comparison
BOGSX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOGSX Black Oak Emerging Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BOGSX vs. VOO - Drawdown Comparison
The maximum BOGSX drawdown since its inception was -92.80%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BOGSX and VOO. For additional features, visit the drawdowns tool.
Volatility
BOGSX vs. VOO - Volatility Comparison
Black Oak Emerging Technology Fund (BOGSX) has a higher volatility of 14.08% compared to Vanguard S&P 500 ETF (VOO) at 11.23%. This indicates that BOGSX'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.