ENGIX vs. VOO
Compare and contrast key facts about Vest U.S. Large Cap 20% Buffer Strategies Fund Inst Class (ENGIX) and Vanguard S&P 500 ETF (VOO).
ENGIX is an actively managed fund by Vest. It was launched on Dec 21, 2016. 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.
Performance
ENGIX vs. VOO - Performance Comparison
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ENGIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ENGIX Vest U.S. Large Cap 20% Buffer Strategies Fund Inst Class | -0.59% | 8.72% | 10.48% | 13.87% | -62.56% | 15.72% | 13.66% | 30.73% | -7.06% | 19.17% |
VOO Vanguard S&P 500 ETF | -3.55% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, ENGIX achieves a -0.59% return, which is significantly higher than VOO's -3.55% return.
ENGIX
- 1D
- 0.24%
- 1M
- -0.82%
- YTD
- -0.59%
- 6M
- 1.08%
- 1Y
- 9.34%
- 3Y*
- 9.56%
- 5Y*
- -10.85%
- 10Y*
- —
VOO
- 1D
- 0.11%
- 1M
- -3.33%
- YTD
- -3.55%
- 6M
- -1.41%
- 1Y
- 17.60%
- 3Y*
- 18.47%
- 5Y*
- 11.96%
- 10Y*
- 14.19%
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ENGIX vs. VOO - Expense Ratio Comparison
ENGIX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ENGIX vs. VOO — Risk / Return Rank
ENGIX
VOO
ENGIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vest U.S. Large Cap 20% Buffer Strategies Fund Inst Class (ENGIX) 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.
| ENGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.98 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.49 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.53 | +0.06 |
Martin ratioReturn relative to average drawdown | 9.24 | 7.13 | +2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ENGIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.98 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.39 | 0.71 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.83 | -0.85 |
Correlation
The correlation between ENGIX and VOO is 0.91, 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.
Dividends
ENGIX vs. VOO - Dividend Comparison
ENGIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENGIX Vest U.S. Large Cap 20% Buffer Strategies Fund Inst Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.46% | 5.99% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ENGIX vs. VOO - Drawdown Comparison
The maximum ENGIX drawdown since its inception was -64.16%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ENGIX and VOO.
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Drawdown Indicators
| ENGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.16% | -33.99% | -30.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.98% | -8.90% | +4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -64.16% | -24.52% | -39.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -49.31% | -5.44% | -43.87% |
Average DrawdownAverage peak-to-trough decline | -26.32% | -3.72% | -22.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 2.57% | -1.50% |
Volatility
ENGIX vs. VOO - Volatility Comparison
The current volatility for Vest U.S. Large Cap 20% Buffer Strategies Fund Inst Class (ENGIX) is 2.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.27%. This indicates that ENGIX 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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Volatility by Period
| ENGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 5.27% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 3.68% | 9.46% | -5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.73% | 18.11% | -9.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.89% | 16.81% | +11.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 17.98% | +6.10% |