BOPIX vs. VOO
Compare and contrast key facts about Sterling Capital Special Opportunities Fund (BOPIX) and Vanguard S&P 500 ETF (VOO).
BOPIX is managed by Sterling Capital. It was launched on Jun 2, 2003. 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.
Performance
BOPIX vs. VOO - Performance Comparison
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BOPIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOPIX Sterling Capital Special Opportunities Fund | -11.98% | 13.38% | 21.00% | 25.16% | -20.04% | 27.75% | 13.46% | 35.34% | -4.54% | 19.63% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BOPIX achieves a -11.98% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, BOPIX has underperformed VOO with an annualized return of 10.70%, while VOO has yielded a comparatively higher 14.05% annualized return.
BOPIX
- 1D
- -0.64%
- 1M
- -7.54%
- YTD
- -11.98%
- 6M
- -8.93%
- 1Y
- 8.78%
- 3Y*
- 13.02%
- 5Y*
- 7.02%
- 10Y*
- 10.70%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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BOPIX vs. VOO - Expense Ratio Comparison
BOPIX has a 0.87% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BOPIX vs. VOO — Risk / Return Rank
BOPIX
VOO
BOPIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Special Opportunities Fund (BOPIX) 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.
| BOPIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.98 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.50 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.53 | -1.10 |
Martin ratioReturn relative to average drawdown | 1.57 | 7.29 | -5.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOPIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.98 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.78 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.83 | -0.26 |
Correlation
The correlation between BOPIX and VOO is 0.92, 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.
Dividends
BOPIX vs. VOO - Dividend Comparison
BOPIX's dividend yield for the trailing twelve months is around 21.43%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOPIX Sterling Capital Special Opportunities Fund | 21.43% | 18.87% | 16.95% | 17.90% | 7.84% | 12.03% | 1.24% | 10.09% | 9.17% | 7.89% | 1.88% | 15.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BOPIX vs. VOO - Drawdown Comparison
The maximum BOPIX drawdown since its inception was -51.68%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BOPIX and VOO.
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Drawdown Indicators
| BOPIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.68% | -33.99% | -17.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.94% | -11.98% | -2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -25.02% | -24.52% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.76% | -33.99% | -4.77% |
Current DrawdownCurrent decline from peak | -14.94% | -6.29% | -8.65% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -3.72% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.52% | +1.67% |
Volatility
BOPIX vs. VOO - Volatility Comparison
The current volatility for Sterling Capital Special Opportunities Fund (BOPIX) is 4.80%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that BOPIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOPIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.29% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 9.44% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 18.10% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 16.82% | +1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 17.99% | +1.28% |