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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFAGX or VOO.
Performance
CFAGX vs. VOO - Performance Comparison
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Key characteristics
CFAGX:
0.60
VOO:
0.74
CFAGX:
0.86
VOO:
1.04
CFAGX:
1.12
VOO:
1.15
CFAGX:
0.52
VOO:
0.68
CFAGX:
1.84
VOO:
2.58
CFAGX:
5.99%
VOO:
4.93%
CFAGX:
21.37%
VOO:
19.54%
CFAGX:
-55.05%
VOO:
-33.99%
CFAGX:
-3.75%
VOO:
-3.55%
Returns By Period
In the year-to-date period, CFAGX achieves a 3.01% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, CFAGX has underperformed VOO with an annualized return of 10.63%, while VOO has yielded a comparatively higher 12.81% annualized return.
CFAGX
3.01%
6.74%
-3.13%
11.84%
10.67%
10.13%
10.63%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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CFAGX vs. VOO - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CFAGX vs. VOO — Risk-Adjusted Performance Rank
CFAGX
VOO
CFAGX vs. VOO - Risk-Adjusted Performance 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.
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Dividends
CFAGX vs. VOO - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 10.48%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 10.48% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.80% | 8.83% | 15.12% |
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
CFAGX vs. VOO - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -55.05%, 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.
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Volatility
CFAGX vs. VOO - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) has a higher volatility of 5.58% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that CFAGX'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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