Correlation
The correlation between CIPSX and VOO is 0.83, 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.
CIPSX vs. VOO
Compare and contrast key facts about Champlain Small Company Fund (CIPSX) and Vanguard S&P 500 ETF (VOO).
CIPSX is managed by Champlain Funds. It was launched on Nov 30, 2004. 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: CIPSX or VOO.
Performance
CIPSX vs. VOO - Performance Comparison
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Key characteristics
CIPSX:
0.47
VOO:
0.74
CIPSX:
0.80
VOO:
1.04
CIPSX:
1.10
VOO:
1.15
CIPSX:
0.44
VOO:
0.68
CIPSX:
1.42
VOO:
2.58
CIPSX:
6.90%
VOO:
4.93%
CIPSX:
22.72%
VOO:
19.54%
CIPSX:
-46.42%
VOO:
-33.99%
CIPSX:
-8.20%
VOO:
-3.55%
Returns By Period
In the year-to-date period, CIPSX achieves a -2.11% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, CIPSX has underperformed VOO with an annualized return of 8.77%, while VOO has yielded a comparatively higher 12.81% annualized return.
CIPSX
-2.11%
6.84%
-7.10%
10.09%
8.42%
8.68%
8.77%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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CIPSX vs. VOO - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CIPSX vs. VOO — Risk-Adjusted Performance Rank
CIPSX
VOO
CIPSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) 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
CIPSX vs. VOO - Dividend Comparison
CIPSX's dividend yield for the trailing twelve months is around 8.55%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | 8.55% | 8.37% | 6.39% | 0.36% | 4.45% | 6.11% | 7.96% | 13.29% | 9.78% | 2.72% | 2.66% | 6.24% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CIPSX vs. VOO - Drawdown Comparison
The maximum CIPSX drawdown since its inception was -46.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CIPSX and VOO.
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Volatility
CIPSX vs. VOO - Volatility Comparison
Champlain Small Company Fund (CIPSX) has a higher volatility of 6.49% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that CIPSX'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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