EPAC vs. VOO
Compare and contrast key facts about Enerpac Tool Group Corp. (EPAC) 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: EPAC or VOO.
Correlation
The correlation between EPAC and VOO is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EPAC vs. VOO - Performance Comparison
Key characteristics
EPAC:
1.68
VOO:
1.89
EPAC:
2.51
VOO:
2.54
EPAC:
1.30
VOO:
1.35
EPAC:
1.84
VOO:
2.83
EPAC:
5.75
VOO:
11.83
EPAC:
7.03%
VOO:
2.02%
EPAC:
24.05%
VOO:
12.66%
EPAC:
-79.32%
VOO:
-33.99%
EPAC:
-9.40%
VOO:
-0.42%
Returns By Period
In the year-to-date period, EPAC achieves a 13.70% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, EPAC has underperformed VOO with an annualized return of 6.56%, while VOO has yielded a comparatively higher 13.26% annualized return.
EPAC
13.70%
3.09%
16.76%
40.98%
13.13%
6.56%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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Risk-Adjusted Performance
EPAC vs. VOO — Risk-Adjusted Performance Rank
EPAC
VOO
EPAC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Enerpac Tool Group Corp. (EPAC) 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
EPAC vs. VOO - Dividend Comparison
EPAC's dividend yield for the trailing twelve months is around 0.09%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPAC Enerpac Tool Group Corp. | 0.09% | 0.10% | 0.13% | 0.16% | 0.20% | 0.18% | 0.15% | 0.19% | 0.16% | 0.15% | 0.17% | 0.15% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EPAC vs. VOO - Drawdown Comparison
The maximum EPAC drawdown since its inception was -79.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EPAC and VOO. For additional features, visit the drawdowns tool.
Volatility
EPAC vs. VOO - Volatility Comparison
Enerpac Tool Group Corp. (EPAC) has a higher volatility of 5.79% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that EPAC'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.