CFAGX vs. VOO
Compare and contrast key facts about Commerce MidCap Growth Fund (CFAGX) and Vanguard S&P 500 ETF (VOO).
CFAGX is managed by Commerce. It was launched on Dec 12, 1994. 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
CFAGX vs. VOO - Performance Comparison
Loading graphics...
CFAGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | -6.89% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
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, CFAGX achieves a -6.89% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, CFAGX has underperformed VOO with an annualized return of 9.44%, while VOO has yielded a comparatively higher 14.05% annualized return.
CFAGX
- 1D
- -1.00%
- 1M
- -8.73%
- YTD
- -6.89%
- 6M
- -10.11%
- 1Y
- -0.23%
- 3Y*
- 5.82%
- 5Y*
- 2.61%
- 10Y*
- 9.44%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CFAGX vs. VOO - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
CFAGX vs. VOO — Risk / Return Rank
CFAGX
VOO
CFAGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) 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.
| CFAGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.98 | -0.98 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.50 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.23 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.53 | -1.67 |
Martin ratioReturn relative to average drawdown | -0.38 | 7.29 | -7.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CFAGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.98 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.70 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.78 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.83 | -0.48 |
Correlation
The correlation between CFAGX and VOO is 0.90, 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
CFAGX vs. VOO - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 26.73%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 26.73% | 24.89% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.27% | 8.83% |
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
CFAGX vs. VOO - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.05%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CFAGX and VOO.
Loading graphics...
Drawdown Indicators
| CFAGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.05% | -33.99% | -27.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -11.98% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -24.52% | -4.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.23% | -33.99% | -0.24% |
Current DrawdownCurrent decline from peak | -12.87% | -6.29% | -6.58% |
Average DrawdownAverage peak-to-trough decline | -14.96% | -3.72% | -11.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 2.52% | +2.13% |
Volatility
CFAGX vs. VOO - Volatility Comparison
The current volatility for Commerce MidCap Growth Fund (CFAGX) is 4.87%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that CFAGX 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.
Loading graphics...
Volatility by Period
| CFAGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 5.29% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 9.44% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 18.10% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 16.82% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 17.99% | +0.41% |