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.
Key characteristics
BOGSX | VOO | |
---|---|---|
YTD Return | 5.19% | 10.48% |
1Y Return | 17.89% | 28.69% |
3Y Return (Ann) | 3.85% | 9.60% |
5Y Return (Ann) | 14.37% | 14.65% |
10Y Return (Ann) | 12.80% | 12.89% |
Sharpe Ratio | 1.05 | 2.52 |
Daily Std Dev | 18.75% | 11.57% |
Max Drawdown | -92.80% | -33.99% |
Current Drawdown | -11.24% | -0.06% |
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
In the year-to-date period, BOGSX achieves a 5.19% return, which is significantly lower than VOO's 10.48% return. Both investments have delivered pretty close results over the past 10 years, with BOGSX having a 12.80% annualized return and VOO not far ahead at 12.89%. 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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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 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's dividend yield for the trailing twelve months is around 3.60%, more than VOO's 1.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Black Oak Emerging Technology Fund | 3.60% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 5.66% compared to Vanguard S&P 500 ETF (VOO) at 3.36%. 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.