CGRO vs. VOO
Compare and contrast key facts about CoreValues Alpha Greater China Growth ETF (CGRO) and Vanguard S&P 500 ETF (VOO).
CGRO and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGRO is an actively managed fund by CoreValues Alpha. It was launched on Oct 2, 2023. 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: CGRO or VOO.
Correlation
The correlation between CGRO and VOO is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CGRO vs. VOO - Performance Comparison
Key characteristics
CGRO:
34.27%
VOO:
12.70%
CGRO:
-22.48%
VOO:
-33.99%
CGRO:
-20.36%
VOO:
-3.91%
Returns By Period
In the year-to-date period, CGRO achieves a -3.04% return, which is significantly lower than VOO's -0.66% return.
CGRO
-3.04%
-4.01%
11.86%
16.15%
N/A
N/A
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CGRO vs. VOO - Expense Ratio Comparison
CGRO has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CGRO vs. VOO — Risk-Adjusted Performance Rank
CGRO
VOO
CGRO vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CoreValues Alpha Greater China Growth ETF (CGRO) 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
CGRO vs. VOO - Dividend Comparison
CGRO's dividend yield for the trailing twelve months is around 2.54%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGRO CoreValues Alpha Greater China Growth ETF | 2.54% | 2.47% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CGRO vs. VOO - Drawdown Comparison
The maximum CGRO drawdown since its inception was -22.48%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CGRO and VOO. For additional features, visit the drawdowns tool.
Volatility
CGRO vs. VOO - Volatility Comparison
CoreValues Alpha Greater China Growth ETF (CGRO) has a higher volatility of 5.91% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that CGRO'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.