CISIX vs. VOO
Compare and contrast key facts about Calvert US Large-Cap Core Responsible Index Fund (CISIX) and Vanguard S&P 500 ETF (VOO).
CISIX is managed by Calvert Research and Management. It was launched on Jun 30, 2000. 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: CISIX or VOO.
Correlation
The correlation between CISIX and VOO is 0.98, 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.
Performance
CISIX vs. VOO - Performance Comparison
Key characteristics
CISIX:
1.86
VOO:
2.03
CISIX:
2.50
VOO:
2.71
CISIX:
1.34
VOO:
1.38
CISIX:
2.72
VOO:
3.01
CISIX:
11.25
VOO:
13.24
CISIX:
2.20%
VOO:
1.92%
CISIX:
13.33%
VOO:
12.57%
CISIX:
-58.02%
VOO:
-33.99%
CISIX:
-4.09%
VOO:
-3.51%
Returns By Period
In the year-to-date period, CISIX achieves a -0.29% return, which is significantly lower than VOO's -0.25% return. Over the past 10 years, CISIX has underperformed VOO with an annualized return of 11.87%, while VOO has yielded a comparatively higher 13.28% annualized return.
CISIX
-0.29%
-3.32%
7.00%
26.10%
14.36%
11.87%
VOO
-0.25%
-2.87%
6.72%
26.40%
14.45%
13.28%
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CISIX vs. VOO - Expense Ratio Comparison
CISIX has a 0.24% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CISIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Core Responsible Index Fund (CISIX) 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
CISIX vs. VOO - Dividend Comparison
CISIX's dividend yield for the trailing twelve months is around 1.78%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISIX Calvert US Large-Cap Core Responsible Index Fund | 1.78% | 1.77% | 1.02% | 1.17% | 0.79% | 0.94% | 1.14% | 1.34% | 1.42% | 1.59% | 1.42% | 0.97% |
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
CISIX vs. VOO - Drawdown Comparison
The maximum CISIX drawdown since its inception was -58.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CISIX and VOO. For additional features, visit the drawdowns tool.
Volatility
CISIX vs. VOO - Volatility Comparison
Calvert US Large-Cap Core Responsible Index Fund (CISIX) has a higher volatility of 4.40% compared to Vanguard S&P 500 ETF (VOO) at 4.08%. This indicates that CISIX'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.