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.
Performance
CCFAX vs. VOO - Performance Comparison
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CCFAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -1.75% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -5.30% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.75% return, which is significantly higher than VOO's -3.66% return.
CCFAX
- 1D
- 1.74%
- 1M
- -4.47%
- YTD
- -1.75%
- 6M
- 0.25%
- 1Y
- 14.23%
- 3Y*
- 13.53%
- 5Y*
- 6.50%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
CCFAX vs. VOO — Risk / Return Rank
CCFAX
VOO
CCFAX vs. VOO - Risk-Adjusted Trends 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.
| CCFAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.01 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.53 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.55 | +0.35 |
Martin ratioReturn relative to average drawdown | 8.46 | 7.31 | +1.15 |
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
| CCFAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.01 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.71 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.83 | -0.24 |
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.
Dividends
CCFAX vs. VOO - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.23%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.23% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| CCFAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -33.99% | +8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -11.98% | +4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -24.52% | -0.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -5.01% | -5.55% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -3.72% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.55% | -0.81% |
Volatility
CCFAX vs. VOO - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.77%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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.
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Volatility by Period
| CCFAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 5.34% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 9.47% | -3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 18.11% | -7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.52% | 16.82% | -5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 17.99% | -4.58% |