Correlation
The correlation between FPAG and VOO is 0.90, 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.
FPAG vs. VOO
Compare and contrast key facts about FPA Global Equity ETF (FPAG) and Vanguard S&P 500 ETF (VOO).
FPAG and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FPAG is an actively managed fund by FPA. It was launched on Dec 16, 2021. 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: FPAG or VOO.
Performance
FPAG vs. VOO - Performance Comparison
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Key characteristics
FPAG:
0.59
VOO:
0.74
FPAG:
0.90
VOO:
1.04
FPAG:
1.13
VOO:
1.15
FPAG:
0.58
VOO:
0.68
FPAG:
2.41
VOO:
2.58
FPAG:
4.38%
VOO:
4.93%
FPAG:
19.56%
VOO:
19.54%
FPAG:
-28.43%
VOO:
-33.99%
FPAG:
-1.12%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FPAG achieves a 6.62% return, which is significantly higher than VOO's 0.90% return.
FPAG
6.62%
6.89%
3.32%
11.53%
14.14%
N/A
N/A
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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FPAG vs. VOO - Expense Ratio Comparison
FPAG has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FPAG vs. VOO — Risk-Adjusted Performance Rank
FPAG
VOO
FPAG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FPA Global Equity ETF (FPAG) 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.
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Dividends
FPAG vs. VOO - Dividend Comparison
FPAG's dividend yield for the trailing twelve months is around 1.73%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPAG FPA Global Equity ETF | 1.73% | 1.42% | 1.50% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FPAG vs. VOO - Drawdown Comparison
The maximum FPAG drawdown since its inception was -28.43%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FPAG and VOO.
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Volatility
FPAG vs. VOO - Volatility Comparison
The current volatility for FPA Global Equity ETF (FPAG) is 4.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that FPAG 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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