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.
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.
Performance
BOGSX vs. VOO - Performance Comparison
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Key characteristics
BOGSX:
0.28
VOO:
0.74
BOGSX:
0.45
VOO:
1.04
BOGSX:
1.06
VOO:
1.15
BOGSX:
0.21
VOO:
0.68
BOGSX:
0.67
VOO:
2.58
BOGSX:
7.19%
VOO:
4.93%
BOGSX:
27.16%
VOO:
19.54%
BOGSX:
-92.80%
VOO:
-33.99%
BOGSX:
-5.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BOGSX achieves a 3.04% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, BOGSX has underperformed VOO with an annualized return of 11.04%, while VOO has yielded a comparatively higher 12.81% annualized return.
BOGSX
3.04%
7.19%
-1.99%
7.46%
6.97%
12.57%
11.04%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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 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.
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Dividends
BOGSX vs. VOO - Dividend Comparison
BOGSX's dividend yield for the trailing twelve months is around 7.73%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOGSX Black Oak Emerging Technology Fund | 7.73% | 7.97% | 3.79% | 1.86% | 11.32% | 6.30% | 5.48% | 11.71% | 7.70% | 3.98% | 3.10% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
BOGSX vs. VOO - Volatility Comparison
Black Oak Emerging Technology Fund (BOGSX) has a higher volatility of 5.62% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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