CSIEX vs. VOO
Compare and contrast key facts about Calvert Equity Fund (CSIEX) and Vanguard S&P 500 ETF (VOO).
CSIEX is managed by Calvert Research and Management. It was launched on Aug 24, 1987. 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: CSIEX or VOO.
Correlation
The correlation between CSIEX and VOO is 0.92, 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
CSIEX vs. VOO - Performance Comparison
Key characteristics
CSIEX:
-0.27
VOO:
0.55
CSIEX:
-0.25
VOO:
0.89
CSIEX:
0.96
VOO:
1.13
CSIEX:
-0.23
VOO:
0.56
CSIEX:
-0.66
VOO:
2.28
CSIEX:
7.15%
VOO:
4.60%
CSIEX:
17.36%
VOO:
19.19%
CSIEX:
-57.51%
VOO:
-33.99%
CSIEX:
-14.10%
VOO:
-9.85%
Returns By Period
In the year-to-date period, CSIEX achieves a -2.85% return, which is significantly higher than VOO's -5.69% return. Over the past 10 years, CSIEX has underperformed VOO with an annualized return of 4.11%, while VOO has yielded a comparatively higher 12.13% annualized return.
CSIEX
-2.85%
-1.69%
-11.58%
-5.07%
6.65%
4.11%
VOO
-5.69%
-0.86%
-4.52%
9.85%
15.26%
12.13%
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CSIEX vs. VOO - Expense Ratio Comparison
CSIEX has a 0.91% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CSIEX vs. VOO — Risk-Adjusted Performance Rank
CSIEX
VOO
CSIEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Equity Fund (CSIEX) 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
CSIEX vs. VOO - Dividend Comparison
CSIEX's dividend yield for the trailing twelve months is around 0.18%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIEX Calvert Equity Fund | 0.18% | 0.18% | 0.18% | 0.00% | 0.00% | 0.00% | 0.03% | 0.03% | 0.11% | 0.16% | 0.32% | 0.04% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CSIEX vs. VOO - Drawdown Comparison
The maximum CSIEX drawdown since its inception was -57.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CSIEX and VOO. For additional features, visit the drawdowns tool.
Volatility
CSIEX vs. VOO - Volatility Comparison
The current volatility for Calvert Equity Fund (CSIEX) is 11.22%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that CSIEX 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.