Correlation
The correlation between CWBFX and VOO is 0.11, 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.
CWBFX vs. VOO
Compare and contrast key facts about American Funds Capital World Bond Fund (CWBFX) and Vanguard S&P 500 ETF (VOO).
CWBFX is managed by American Funds. It was launched on Aug 3, 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: CWBFX or VOO.
Performance
CWBFX vs. VOO - Performance Comparison
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Key characteristics
CWBFX:
1.08
VOO:
0.74
CWBFX:
1.53
VOO:
1.04
CWBFX:
1.18
VOO:
1.15
CWBFX:
0.28
VOO:
0.68
CWBFX:
1.77
VOO:
2.58
CWBFX:
3.38%
VOO:
4.93%
CWBFX:
5.90%
VOO:
19.54%
CWBFX:
-27.91%
VOO:
-33.99%
CWBFX:
-15.63%
VOO:
-3.55%
Returns By Period
In the year-to-date period, CWBFX achieves a 5.65% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, CWBFX has underperformed VOO with an annualized return of 0.56%, while VOO has yielded a comparatively higher 12.81% annualized return.
CWBFX
5.65%
0.18%
2.84%
6.06%
0.77%
-1.62%
0.56%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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CWBFX vs. VOO - Expense Ratio Comparison
CWBFX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CWBFX vs. VOO — Risk-Adjusted Performance Rank
CWBFX
VOO
CWBFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Bond Fund (CWBFX) 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
CWBFX vs. VOO - Dividend Comparison
CWBFX's dividend yield for the trailing twelve months is around 3.05%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | 3.05% | 3.01% | 2.47% | 1.99% | 2.63% | 3.18% | 2.26% | 2.16% | 1.80% | 2.05% | 0.58% | 2.95% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CWBFX vs. VOO - Drawdown Comparison
The maximum CWBFX drawdown since its inception was -27.91%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CWBFX and VOO.
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Volatility
CWBFX vs. VOO - Volatility Comparison
The current volatility for American Funds Capital World Bond Fund (CWBFX) is 1.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that CWBFX 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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