CHILX vs. VOO
Compare and contrast key facts about BlackRock China A Opportunities Fund (CHILX) and Vanguard S&P 500 ETF (VOO).
CHILX is managed by Blackrock. It was launched on Dec 26, 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: CHILX or VOO.
Key characteristics
| CHILX | VOO | |
|---|---|---|
| YTD Return | 9.77% | 9.96% |
| 1Y Return | -7.80% | 28.53% |
| 3Y Return (Ann) | -10.76% | 9.44% |
| 5Y Return (Ann) | 3.79% | 14.75% |
| Sharpe Ratio | -0.34 | 2.45 |
| Daily Std Dev | 17.75% | 11.59% |
| Max Drawdown | -47.73% | -33.99% |
| Current Drawdown | -37.01% | -0.54% |
Correlation
The correlation between CHILX and VOO is 0.45, 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
CHILX vs. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with CHILX having a 9.77% return and VOO slightly higher at 9.96%. 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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CHILX vs. VOO - Expense Ratio Comparison
CHILX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CHILX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) 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
CHILX vs. VOO - Dividend Comparison
CHILX's dividend yield for the trailing twelve months is around 1.84%, more than VOO's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHILX BlackRock China A Opportunities Fund | 1.84% | 2.02% | 0.92% | 1.19% | 3.64% | 12.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CHILX vs. VOO - Drawdown Comparison
The maximum CHILX drawdown since its inception was -47.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CHILX and VOO. For additional features, visit the drawdowns tool.
Volatility
CHILX vs. VOO - Volatility Comparison
BlackRock China A Opportunities Fund (CHILX) has a higher volatility of 4.32% compared to Vanguard S&P 500 ETF (VOO) at 3.35%. This indicates that CHILX'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.