CZMVX vs. VOO
Compare and contrast key facts about Multi-Manager Value Strategies Fund (CZMVX) and Vanguard S&P 500 ETF (VOO).
CZMVX is managed by Blackrock. It was launched on Jan 3, 2017. 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: CZMVX or VOO.
Correlation
The correlation between CZMVX and VOO is 0.87, 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
CZMVX vs. VOO - Performance Comparison
Key characteristics
CZMVX:
0.51
VOO:
1.76
CZMVX:
0.71
VOO:
2.37
CZMVX:
1.11
VOO:
1.32
CZMVX:
0.49
VOO:
2.66
CZMVX:
1.34
VOO:
11.10
CZMVX:
4.97%
VOO:
2.02%
CZMVX:
13.04%
VOO:
12.79%
CZMVX:
-37.42%
VOO:
-33.99%
CZMVX:
-9.27%
VOO:
-2.11%
Returns By Period
In the year-to-date period, CZMVX achieves a 3.72% return, which is significantly higher than VOO's 2.40% return.
CZMVX
3.72%
-0.00%
-3.51%
5.07%
3.66%
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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CZMVX vs. VOO - Expense Ratio Comparison
CZMVX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CZMVX vs. VOO — Risk-Adjusted Performance Rank
CZMVX
VOO
CZMVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Value Strategies Fund (CZMVX) 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
CZMVX vs. VOO - Dividend Comparison
CZMVX's dividend yield for the trailing twelve months is around 1.59%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZMVX Multi-Manager Value Strategies Fund | 1.59% | 1.65% | 1.70% | 1.71% | 1.21% | 1.42% | 1.55% | 1.70% | 1.33% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CZMVX vs. VOO - Drawdown Comparison
The maximum CZMVX drawdown since its inception was -37.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CZMVX and VOO. For additional features, visit the drawdowns tool.
Volatility
CZMVX vs. VOO - Volatility Comparison
The current volatility for Multi-Manager Value Strategies Fund (CZMVX) is 2.73%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that CZMVX 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.