CGJIX vs. VOO
Compare and contrast key facts about Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) and Vanguard S&P 500 ETF (VOO).
CGJIX is managed by Calvert Research and Management. It was launched on Jun 19, 2015. 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: CGJIX or VOO.
Correlation
The correlation between CGJIX and VOO is 0.95, 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
CGJIX vs. VOO - Performance Comparison
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Key characteristics
CGJIX:
0.51
VOO:
0.70
CGJIX:
0.90
VOO:
1.15
CGJIX:
1.13
VOO:
1.17
CGJIX:
0.53
VOO:
0.76
CGJIX:
1.82
VOO:
2.93
CGJIX:
6.62%
VOO:
4.86%
CGJIX:
22.73%
VOO:
19.43%
CGJIX:
-31.73%
VOO:
-33.99%
CGJIX:
-7.32%
VOO:
-4.59%
Returns By Period
In the year-to-date period, CGJIX achieves a -2.54% return, which is significantly lower than VOO's -0.19% return.
CGJIX
-2.54%
10.44%
-4.92%
11.49%
16.19%
N/A
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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CGJIX vs. VOO - Expense Ratio Comparison
CGJIX has a 0.24% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CGJIX vs. VOO — Risk-Adjusted Performance Rank
CGJIX
VOO
CGJIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) 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
CGJIX vs. VOO - Dividend Comparison
CGJIX's dividend yield for the trailing twelve months is around 0.55%, less than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGJIX Calvert US Large-Cap Growth Responsible Index Fund | 0.55% | 0.54% | 0.53% | 0.51% | 0.39% | 0.51% | 0.74% | 1.02% | 0.87% | 1.14% | 0.29% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CGJIX vs. VOO - Drawdown Comparison
The maximum CGJIX drawdown since its inception was -31.73%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CGJIX and VOO. For additional features, visit the drawdowns tool.
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Volatility
CGJIX vs. VOO - Volatility Comparison
Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) has a higher volatility of 7.22% compared to Vanguard S&P 500 ETF (VOO) at 6.36%. This indicates that CGJIX'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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