CLDAX vs. VOO
Compare and contrast key facts about Calvert Core Bond Fund (CLDAX) and Vanguard S&P 500 ETF (VOO).
CLDAX is managed by Calvert Research and Management. It was launched on Dec 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: CLDAX or VOO.
Correlation
The correlation between CLDAX and VOO is -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CLDAX vs. VOO - Performance Comparison
Key characteristics
CLDAX:
0.39
VOO:
2.21
CLDAX:
0.58
VOO:
2.93
CLDAX:
1.07
VOO:
1.41
CLDAX:
0.11
VOO:
3.25
CLDAX:
1.13
VOO:
14.47
CLDAX:
1.89%
VOO:
1.90%
CLDAX:
5.42%
VOO:
12.43%
CLDAX:
-23.91%
VOO:
-33.99%
CLDAX:
-15.00%
VOO:
-2.87%
Returns By Period
In the year-to-date period, CLDAX achieves a 1.31% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, CLDAX has underperformed VOO with an annualized return of 1.82%, while VOO has yielded a comparatively higher 13.04% annualized return.
CLDAX
1.31%
-0.47%
1.42%
1.81%
-0.62%
1.82%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CLDAX vs. VOO - Expense Ratio Comparison
CLDAX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CLDAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Core Bond Fund (CLDAX) 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
CLDAX vs. VOO - Dividend Comparison
CLDAX's dividend yield for the trailing twelve months is around 4.52%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLDAX Calvert Core Bond Fund | 4.52% | 3.87% | 2.19% | 1.39% | 2.53% | 3.05% | 3.62% | 3.03% | 3.13% | 2.85% | 3.00% | 3.58% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CLDAX vs. VOO - Drawdown Comparison
The maximum CLDAX drawdown since its inception was -23.91%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CLDAX and VOO. For additional features, visit the drawdowns tool.
Volatility
CLDAX vs. VOO - Volatility Comparison
The current volatility for Calvert Core Bond Fund (CLDAX) is 1.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. This indicates that CLDAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.