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.
Key characteristics
| CFGRX | VOO | |
|---|---|---|
| YTD Return | 11.97% | 11.78% |
| 1Y Return | 31.19% | 28.27% |
| 3Y Return (Ann) | 10.80% | 10.42% |
| 5Y Return (Ann) | 15.98% | 15.03% |
| 10Y Return (Ann) | 11.19% | 13.05% |
| Sharpe Ratio | 2.46 | 2.56 |
| Daily Std Dev | 13.35% | 11.55% |
| Max Drawdown | -53.46% | -33.99% |
| Current Drawdown | -0.15% | -0.04% |
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
The year-to-date returns for both stocks are quite close, with CFGRX having a 11.97% return and VOO slightly lower at 11.78%. Over the past 10 years, CFGRX has underperformed VOO with an annualized return of 11.19%, while VOO has yielded a comparatively higher 13.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 4.05%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | 4.05% | 4.53% | 7.17% | 21.20% | 4.09% | 5.91% | 10.50% | 5.74% | 6.95% | 0.79% | 0.89% | 0.60% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CFGRX vs. VOO - Drawdown Comparison
The maximum CFGRX drawdown since its inception was -53.46%, 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 4.07% compared to Vanguard S&P 500 ETF (VOO) at 3.37%. 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.