CPIEX vs. VEU
Compare and contrast key facts about Counterpoint Tactical Equity Fund (CPIEX) and Vanguard FTSE All-World ex-US ETF (VEU).
CPIEX is managed by Counterpoint Mutual Funds. It was launched on Nov 29, 2015. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPIEX or VEU.
Correlation
The correlation between CPIEX and VEU is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CPIEX vs. VEU - Performance Comparison
Key characteristics
CPIEX:
1.52
VEU:
-0.21
CPIEX:
2.04
VEU:
-0.18
CPIEX:
1.27
VEU:
0.98
CPIEX:
2.58
VEU:
-0.24
CPIEX:
6.92
VEU:
-0.75
CPIEX:
2.91%
VEU:
4.18%
CPIEX:
13.27%
VEU:
15.02%
CPIEX:
-50.21%
VEU:
-61.52%
CPIEX:
-3.25%
VEU:
-13.07%
Returns By Period
In the year-to-date period, CPIEX achieves a 3.98% return, which is significantly higher than VEU's -4.64% return.
CPIEX
3.98%
3.05%
7.21%
20.15%
14.86%
N/A
VEU
-4.64%
-12.28%
-11.40%
-3.45%
8.63%
3.81%
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CPIEX vs. VEU - Expense Ratio Comparison
CPIEX has a 1.75% expense ratio, which is higher than VEU's 0.07% expense ratio.
Risk-Adjusted Performance
CPIEX vs. VEU — Risk-Adjusted Performance Rank
CPIEX
VEU
CPIEX vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Equity Fund (CPIEX) and Vanguard FTSE All-World ex-US ETF (VEU). 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
CPIEX vs. VEU - Dividend Comparison
CPIEX's dividend yield for the trailing twelve months is around 0.07%, less than VEU's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPIEX Counterpoint Tactical Equity Fund | 0.07% | 0.08% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEU Vanguard FTSE All-World ex-US ETF | 3.37% | 3.24% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
CPIEX vs. VEU - Drawdown Comparison
The maximum CPIEX drawdown since its inception was -50.21%, smaller than the maximum VEU drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for CPIEX and VEU. For additional features, visit the drawdowns tool.
Volatility
CPIEX vs. VEU - Volatility Comparison
The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.90%, while Vanguard FTSE All-World ex-US ETF (VEU) has a volatility of 7.85%. This indicates that CPIEX experiences smaller price fluctuations and is considered to be less risky than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.