CION vs. OEF
Compare and contrast key facts about CION Investment Corporation (CION) and iShares S&P 100 ETF (OEF).
OEF is a passively managed fund by iShares that tracks the performance of the S&P 100 Index. It was launched on Oct 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CION or OEF.
Key characteristics
| CION | OEF | |
|---|---|---|
| YTD Return | 16.85% | 21.54% |
| 1Y Return | 26.33% | 30.62% |
| Sharpe Ratio | 1.40 | 2.25 |
| Daily Std Dev | 18.10% | 13.55% |
| Max Drawdown | -45.34% | -54.11% |
| Current Drawdown | -0.59% | -1.99% |
Correlation
The correlation between CION and OEF 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
CION vs. OEF - Performance Comparison
In the year-to-date period, CION achieves a 16.85% return, which is significantly lower than OEF's 21.54% 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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Risk-Adjusted Performance
CION vs. OEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CION Investment Corporation (CION) and iShares S&P 100 ETF (OEF). 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
CION vs. OEF - Dividend Comparison
CION's dividend yield for the trailing twelve months is around 14.05%, more than OEF's 1.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CION CION Investment Corporation | 14.05% | 13.91% | 14.80% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OEF iShares S&P 100 ETF | 1.03% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% | 1.85% | 1.96% |
Drawdowns
CION vs. OEF - Drawdown Comparison
The maximum CION drawdown since its inception was -45.34%, smaller than the maximum OEF drawdown of -54.11%. Use the drawdown chart below to compare losses from any high point for CION and OEF. For additional features, visit the drawdowns tool.
Volatility
CION vs. OEF - Volatility Comparison
CION Investment Corporation (CION) has a higher volatility of 4.37% compared to iShares S&P 100 ETF (OEF) at 4.12%. This indicates that CION's price experiences larger fluctuations and is considered to be riskier than OEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.