EPGFX vs. VOO
Compare and contrast key facts about EuroPac Gold Fund (EPGFX) and Vanguard S&P 500 ETF (VOO).
EPGFX is managed by Euro Pacific Asset Management. It was launched on Jul 18, 2013. 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
EPGFX vs. VOO - Performance Comparison
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EPGFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGFX EuroPac Gold Fund | 5.67% | 129.06% | 8.51% | 2.31% | -14.00% | -18.06% | 36.99% | 37.25% | -13.85% | 12.73% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, EPGFX achieves a 5.67% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, EPGFX has outperformed VOO with an annualized return of 15.85%, while VOO has yielded a comparatively lower 14.14% annualized return.
EPGFX
- 1D
- 6.92%
- 1M
- -19.20%
- YTD
- 5.67%
- 6M
- 17.58%
- 1Y
- 93.89%
- 3Y*
- 33.01%
- 5Y*
- 16.27%
- 10Y*
- 15.85%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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EPGFX vs. VOO - Expense Ratio Comparison
EPGFX has a 1.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
EPGFX vs. VOO — Risk / Return Rank
EPGFX
VOO
EPGFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac Gold Fund (EPGFX) 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.
| EPGFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 1.01 | +1.40 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.53 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.22 | 1.55 | +1.67 |
Martin ratioReturn relative to average drawdown | 12.66 | 7.31 | +5.35 |
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
| EPGFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 1.01 | +1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.71 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.79 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.83 | -0.49 |
Correlation
The correlation between EPGFX and VOO is 0.18, 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.
Dividends
EPGFX vs. VOO - Dividend Comparison
EPGFX's dividend yield for the trailing twelve months is around 6.49%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGFX EuroPac Gold Fund | 6.49% | 6.86% | 10.36% | 0.00% | 0.00% | 2.49% | 8.67% | 0.00% | 0.00% | 2.56% | 19.31% | 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
EPGFX vs. VOO - Drawdown Comparison
The maximum EPGFX drawdown since its inception was -56.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EPGFX and VOO.
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Drawdown Indicators
| EPGFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -33.99% | -22.71% |
Max Drawdown (1Y)Largest decline over 1 year | -28.88% | -11.98% | -16.90% |
Max Drawdown (5Y)Largest decline over 5 years | -47.59% | -24.52% | -23.07% |
Max Drawdown (10Y)Largest decline over 10 years | -51.03% | -33.99% | -17.04% |
Current DrawdownCurrent decline from peak | -19.42% | -5.55% | -13.87% |
Average DrawdownAverage peak-to-trough decline | -22.10% | -3.72% | -18.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.35% | 2.55% | +4.80% |
Volatility
EPGFX vs. VOO - Volatility Comparison
EuroPac Gold Fund (EPGFX) has a higher volatility of 16.68% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that EPGFX'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.
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Volatility by Period
| EPGFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.68% | 5.34% | +11.34% |
Volatility (6M)Calculated over the trailing 6-month period | 32.39% | 9.47% | +22.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.05% | 18.11% | +20.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.14% | 16.82% | +15.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.65% | 17.99% | +14.66% |