CFNDX vs. VOO
Compare and contrast key facts about Cargile Fund (CFNDX) and Vanguard S&P 500 ETF (VOO).
CFNDX is managed by Cargile. It was launched on Jul 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFNDX or VOO.
Key characteristics
| CFNDX | VOO | |
|---|---|---|
| YTD Return | 6.37% | 11.83% |
| 1Y Return | 13.19% | 31.13% |
| 3Y Return (Ann) | -0.41% | 10.03% |
| 5Y Return (Ann) | 1.18% | 15.07% |
| Sharpe Ratio | 1.47 | 2.60 |
| Daily Std Dev | 8.91% | 11.62% |
| Max Drawdown | -20.46% | -33.99% |
| Current Drawdown | -8.93% | 0.00% |
Correlation
The correlation between CFNDX and VOO is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CFNDX vs. VOO - Performance Comparison
In the year-to-date period, CFNDX achieves a 6.37% return, which is significantly lower than VOO's 11.83% 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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CFNDX vs. VOO - Expense Ratio Comparison
CFNDX has a 1.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CFNDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cargile Fund (CFNDX) 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
CFNDX vs. VOO - Dividend Comparison
CFNDX's dividend yield for the trailing twelve months is around 2.40%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFNDX Cargile Fund | 2.40% | 2.56% | 0.00% | 0.00% | 1.16% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
CFNDX vs. VOO - Drawdown Comparison
The maximum CFNDX drawdown since its inception was -20.46%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CFNDX and VOO. For additional features, visit the drawdowns tool.
Volatility
CFNDX vs. VOO - Volatility Comparison
Cargile Fund (CFNDX) has a higher volatility of 3.93% compared to Vanguard S&P 500 ETF (VOO) at 3.49%. This indicates that CFNDX'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.