CVCG.L vs. VOO
Compare and contrast key facts about CVC Income & Growth Limited (CVCG.L) and Vanguard S&P 500 ETF (VOO).
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: CVCG.L or VOO.
Key characteristics
CVCG.L | VOO | |
---|---|---|
YTD Return | 26.60% | 19.24% |
1Y Return | 28.90% | 28.44% |
3Y Return (Ann) | 8.17% | 10.06% |
5Y Return (Ann) | 5.95% | 15.24% |
10Y Return (Ann) | 2.58% | 12.92% |
Sharpe Ratio | 1.42 | 2.11 |
Daily Std Dev | 20.78% | 12.65% |
Max Drawdown | -48.65% | -33.99% |
Current Drawdown | -1.26% | -0.33% |
Correlation
The correlation between CVCG.L and VOO is 0.13, 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
CVCG.L vs. VOO - Performance Comparison
In the year-to-date period, CVCG.L achieves a 26.60% return, which is significantly higher than VOO's 19.24% return. Over the past 10 years, CVCG.L has underperformed VOO with an annualized return of 2.58%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CVCG.L vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CVC Income & Growth Limited (CVCG.L) 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
CVCG.L vs. VOO - Dividend Comparison
CVCG.L's dividend yield for the trailing twelve months is around 8.58%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
CVC Income & Growth Limited | 8.58% | 5.64% | 0.06% | 0.04% | 0.05% | 0.06% | 0.05% | 0.05% | 0.06% | 0.05% | 0.03% | 0.00% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CVCG.L vs. VOO - Drawdown Comparison
The maximum CVCG.L drawdown since its inception was -48.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CVCG.L and VOO. For additional features, visit the drawdowns tool.
Volatility
CVCG.L vs. VOO - Volatility Comparison
CVC Income & Growth Limited (CVCG.L) has a higher volatility of 4.66% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that CVCG.L'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.