CFGRX vs. VOO
Compare and contrast key facts about Commerce Growth Fund (CFGRX) and Vanguard S&P 500 ETF (VOO).
CFGRX 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: CFGRX or VOO.
Correlation
The correlation between CFGRX 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
CFGRX vs. VOO - Performance Comparison
Key characteristics
CFGRX:
0.81
VOO:
1.88
CFGRX:
1.08
VOO:
2.53
CFGRX:
1.17
VOO:
1.35
CFGRX:
0.83
VOO:
2.81
CFGRX:
2.92
VOO:
11.78
CFGRX:
5.08%
VOO:
2.02%
CFGRX:
18.26%
VOO:
12.67%
CFGRX:
-53.95%
VOO:
-33.99%
CFGRX:
-9.06%
VOO:
0.00%
Returns By Period
In the year-to-date period, CFGRX achieves a 2.50% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, CFGRX has underperformed VOO with an annualized return of 7.38%, while VOO has yielded a comparatively higher 13.30% annualized return.
CFGRX
2.50%
1.53%
0.94%
16.07%
7.32%
7.38%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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CFGRX vs. VOO - Expense Ratio Comparison
CFGRX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CFGRX vs. VOO — Risk-Adjusted Performance Rank
CFGRX
VOO
CFGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce Growth Fund (CFGRX) 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
CFGRX vs. VOO - Dividend Comparison
CFGRX's dividend yield for the trailing twelve months is around 0.11%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | 0.11% | 0.11% | 0.28% | 7.17% | 0.15% | 0.33% | 0.53% | 0.76% | 0.71% | 1.81% | 0.79% | 0.89% |
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
CFGRX vs. VOO - Drawdown Comparison
The maximum CFGRX drawdown since its inception was -53.95%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CFGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
CFGRX vs. VOO - Volatility Comparison
Commerce Growth Fund (CFGRX) has a higher volatility of 4.30% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that CFGRX'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.