EGFIX vs. VOO
Compare and contrast key facts about Edgewood Growth Fund (EGFIX) and Vanguard S&P 500 ETF (VOO).
EGFIX is managed by Edgewood. It was launched on Feb 28, 2006. 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: EGFIX or VOO.
Correlation
The correlation between EGFIX and VOO is 0.88, 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
EGFIX vs. VOO - Performance Comparison
Key characteristics
EGFIX:
0.14
VOO:
2.22
EGFIX:
0.31
VOO:
2.95
EGFIX:
1.06
VOO:
1.42
EGFIX:
0.09
VOO:
3.27
EGFIX:
0.83
VOO:
14.57
EGFIX:
4.04%
VOO:
1.90%
EGFIX:
24.44%
VOO:
12.47%
EGFIX:
-54.64%
VOO:
-33.99%
EGFIX:
-32.95%
VOO:
-1.77%
Returns By Period
In the year-to-date period, EGFIX achieves a 3.11% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, EGFIX has underperformed VOO with an annualized return of 8.19%, while VOO has yielded a comparatively higher 13.12% annualized return.
EGFIX
3.11%
-16.45%
-10.53%
3.42%
3.23%
8.19%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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EGFIX vs. VOO - Expense Ratio Comparison
EGFIX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EGFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) 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
EGFIX vs. VOO - Dividend Comparison
EGFIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
EGFIX vs. VOO - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -54.64%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EGFIX and VOO. For additional features, visit the drawdowns tool.
Volatility
EGFIX vs. VOO - Volatility Comparison
Edgewood Growth Fund (EGFIX) has a higher volatility of 19.69% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. This indicates that EGFIX'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.