EPM vs. VOO
Compare and contrast key facts about Evolution Petroleum Corporation (EPM) 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: EPM or VOO.
Correlation
The correlation between EPM and VOO is 0.37, 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.
Performance
EPM vs. VOO - Performance Comparison
Key characteristics
EPM:
0.04
VOO:
1.76
EPM:
0.34
VOO:
2.37
EPM:
1.04
VOO:
1.32
EPM:
0.02
VOO:
2.66
EPM:
0.14
VOO:
11.10
EPM:
11.00%
VOO:
2.02%
EPM:
37.02%
VOO:
12.79%
EPM:
-100.00%
VOO:
-33.99%
EPM:
-99.95%
VOO:
-2.11%
Returns By Period
In the year-to-date period, EPM achieves a -1.91% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, EPM has underperformed VOO with an annualized return of 3.38%, while VOO has yielded a comparatively higher 13.03% annualized return.
EPM
-1.91%
-7.23%
4.15%
-1.36%
7.24%
3.38%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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Risk-Adjusted Performance
EPM vs. VOO — Risk-Adjusted Performance Rank
EPM
VOO
EPM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) 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
EPM vs. VOO - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 9.36%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 9.36% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% | 5.38% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EPM vs. VOO - Drawdown Comparison
The maximum EPM drawdown since its inception was -100.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EPM and VOO. For additional features, visit the drawdowns tool.
Volatility
EPM vs. VOO - Volatility Comparison
Evolution Petroleum Corporation (EPM) has a higher volatility of 7.74% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that EPM'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.