CCFAX vs. VOO
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and Vanguard S&P 500 ETF (VOO).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. 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: CCFAX or VOO.
Correlation
The correlation between CCFAX and VOO is 0.94, 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
CCFAX vs. VOO - Performance Comparison
Key characteristics
CCFAX:
1.72
VOO:
1.88
CCFAX:
2.38
VOO:
2.53
CCFAX:
1.32
VOO:
1.35
CCFAX:
2.99
VOO:
2.81
CCFAX:
10.40
VOO:
11.78
CCFAX:
1.45%
VOO:
2.02%
CCFAX:
8.82%
VOO:
12.67%
CCFAX:
-25.80%
VOO:
-33.99%
CCFAX:
0.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, CCFAX achieves a 4.20% return, which is significantly lower than VOO's 4.61% return.
CCFAX
4.20%
2.58%
5.81%
15.80%
8.97%
N/A
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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CCFAX vs. VOO - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CCFAX vs. VOO — Risk-Adjusted Performance Rank
CCFAX
VOO
CCFAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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
CCFAX vs. VOO - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 2.01%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 2.01% | 2.09% | 1.75% | 1.36% | 0.81% | 1.16% | 1.25% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CCFAX vs. VOO - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CCFAX and VOO. For additional features, visit the drawdowns tool.
Volatility
CCFAX vs. VOO - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 2.17%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that CCFAX 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.