Correlation
The correlation between EPM and VGT is 0.28, 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.
EPM vs. VGT
Compare and contrast key facts about Evolution Petroleum Corporation (EPM) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPM or VGT.
Performance
EPM vs. VGT - Performance Comparison
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Key characteristics
EPM:
-0.36
VGT:
0.47
EPM:
-0.33
VGT:
0.71
EPM:
0.96
VGT:
1.10
EPM:
-0.14
VGT:
0.40
EPM:
-1.03
VGT:
1.29
EPM:
13.70%
VGT:
8.45%
EPM:
37.22%
VGT:
30.25%
EPM:
-100.00%
VGT:
-54.63%
EPM:
-99.96%
VGT:
-6.19%
Returns By Period
In the year-to-date period, EPM achieves a -12.05% return, which is significantly lower than VGT's -2.36% return. Over the past 10 years, EPM has underperformed VGT with an annualized return of 0.41%, while VGT has yielded a comparatively higher 19.78% annualized return.
EPM
-12.05%
7.16%
-19.80%
-13.16%
-8.40%
20.37%
0.41%
VGT
-2.36%
10.36%
-2.31%
13.93%
19.73%
19.26%
19.78%
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Risk-Adjusted Performance
EPM vs. VGT — Risk-Adjusted Performance Rank
EPM
VGT
EPM vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) and Vanguard Information Technology ETF (VGT). 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.
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Dividends
EPM vs. VGT - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 10.69%, more than VGT's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 10.69% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% | 5.38% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
EPM vs. VGT - Drawdown Comparison
The maximum EPM drawdown since its inception was -100.00%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for EPM and VGT.
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Volatility
EPM vs. VGT - Volatility Comparison
Evolution Petroleum Corporation (EPM) has a higher volatility of 8.14% compared to Vanguard Information Technology ETF (VGT) at 6.70%. This indicates that EPM's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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