CHASX vs. VOO
Compare and contrast key facts about Chase Growth Fund (CHASX) and Vanguard S&P 500 ETF (VOO).
CHASX is managed by Chase. It was launched on Dec 2, 1997. 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.
Performance
CHASX vs. VOO - Performance Comparison
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CHASX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | -4.37% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CHASX having a -4.37% return and VOO slightly lower at -4.42%. Over the past 10 years, CHASX has outperformed VOO with an annualized return of 17.02%, while VOO has yielded a comparatively lower 14.05% annualized return.
CHASX
- 1D
- -1.76%
- 1M
- -9.03%
- YTD
- -4.37%
- 6M
- 1.19%
- 1Y
- 27.09%
- 3Y*
- 30.32%
- 5Y*
- 17.51%
- 10Y*
- 17.02%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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CHASX vs. VOO - Expense Ratio Comparison
CHASX has a 1.14% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
CHASX vs. VOO — Risk / Return Rank
CHASX
VOO
CHASX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) 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.
| CHASX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.98 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.50 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.53 | +0.54 |
Martin ratioReturn relative to average drawdown | 8.70 | 7.29 | +1.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHASX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.98 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.70 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.83 | -0.26 |
Correlation
The correlation between CHASX and VOO is 0.91, 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.
Dividends
CHASX vs. VOO - Dividend Comparison
CHASX's dividend yield for the trailing twelve months is around 9.54%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 9.54% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
CHASX vs. VOO - Drawdown Comparison
The maximum CHASX drawdown since its inception was -45.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CHASX and VOO.
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Drawdown Indicators
| CHASX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.94% | -33.99% | -11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.98% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -24.52% | -0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -30.40% | -33.99% | +3.59% |
Current DrawdownCurrent decline from peak | -9.90% | -6.29% | -3.61% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -3.72% | -5.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.52% | +0.37% |
Volatility
CHASX vs. VOO - Volatility Comparison
Chase Growth Fund (CHASX) has a higher volatility of 6.35% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that CHASX'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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Volatility by Period
| CHASX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 5.29% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 9.44% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 18.10% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 16.82% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 17.99% | +1.74% |