CUSEX vs. VOO
Compare and contrast key facts about Capital Group U.S. Equity Fund (CUSEX) and Vanguard S&P 500 ETF (VOO).
CUSEX is managed by T. Rowe Price. It was launched on Apr 1, 2011. 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: CUSEX or VOO.
Correlation
The correlation between CUSEX and VOO is 0.96, 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
CUSEX vs. VOO - Performance Comparison
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Key characteristics
CUSEX:
0.23
VOO:
0.69
CUSEX:
0.46
VOO:
1.10
CUSEX:
1.07
VOO:
1.16
CUSEX:
0.22
VOO:
0.73
CUSEX:
0.66
VOO:
2.79
CUSEX:
7.30%
VOO:
4.89%
CUSEX:
20.14%
VOO:
19.37%
CUSEX:
-30.16%
VOO:
-33.99%
CUSEX:
-6.75%
VOO:
-3.00%
Returns By Period
In the year-to-date period, CUSEX achieves a 3.90% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, CUSEX has underperformed VOO with an annualized return of 6.86%, while VOO has yielded a comparatively higher 12.78% annualized return.
CUSEX
3.90%
13.18%
-3.54%
4.61%
9.62%
8.87%
6.86%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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CUSEX vs. VOO - Expense Ratio Comparison
CUSEX has a 0.42% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CUSEX vs. VOO — Risk-Adjusted Performance Rank
CUSEX
VOO
CUSEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Equity Fund (CUSEX) 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
CUSEX vs. VOO - Dividend Comparison
CUSEX's dividend yield for the trailing twelve months is around 9.09%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSEX Capital Group U.S. Equity Fund | 9.09% | 9.46% | 6.45% | 3.83% | 5.47% | 2.94% | 4.44% | 8.47% | 1.40% | 1.46% | 1.36% | 1.23% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CUSEX vs. VOO - Drawdown Comparison
The maximum CUSEX drawdown since its inception was -30.16%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CUSEX and VOO. For additional features, visit the drawdowns tool.
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Volatility
CUSEX vs. VOO - Volatility Comparison
The current volatility for Capital Group U.S. Equity Fund (CUSEX) is 4.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.63%. This indicates that CUSEX 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.
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