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GARBX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GARBX and VOO is 0.20, 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.


-0.50.00.51.00.2

Performance

GARBX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
0.09%
10.51%
GARBX
VOO

Key characteristics

Returns By Period


GARBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VOO

YTD

4.17%

1M

1.23%

6M

10.51%

1Y

24.45%

5Y*

14.68%

10Y*

13.26%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GARBX vs. VOO - Expense Ratio Comparison

GARBX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.


GARBX
Guinness Atkinson Renminbi Yuan & Bond Fund
Expense ratio chart for GARBX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

GARBX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GARBX
The Risk-Adjusted Performance Rank of GARBX is 1414
Overall Rank
The Sharpe Ratio Rank of GARBX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of GARBX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of GARBX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of GARBX is 44
Calmar Ratio Rank
The Martin Ratio Rank of GARBX is 1919
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 7979
Overall Rank
The Sharpe Ratio Rank of VOO is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7676
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 7878
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 7979
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GARBX vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) 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.


Sharpe ratio
The chart of Sharpe ratio for GARBX, currently valued at 0.71, compared to the broader market-1.000.001.002.003.004.000.711.89
The chart of Sortino ratio for GARBX, currently valued at 1.15, compared to the broader market0.002.004.006.008.0010.0012.001.152.54
The chart of Omega ratio for GARBX, currently valued at 1.20, compared to the broader market1.002.003.004.001.201.35
The chart of Calmar ratio for GARBX, currently valued at 0.16, compared to the broader market0.005.0010.0015.0020.000.162.83
The chart of Martin ratio for GARBX, currently valued at 3.23, compared to the broader market0.0020.0040.0060.0080.003.2311.83
GARBX
VOO


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.71
1.89
GARBX
VOO

Dividends

GARBX vs. VOO - Dividend Comparison

GARBX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.


TTM20242023202220212020201920182017201620152014
GARBX
Guinness Atkinson Renminbi Yuan & Bond Fund
100.03%100.03%0.54%1.68%2.00%0.40%1.13%4.40%0.88%1.81%2.58%3.30%
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

GARBX vs. VOO - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.00%
-0.42%
GARBX
VOO

Volatility

GARBX vs. VOO - Volatility Comparison

The current volatility for Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that GARBX 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.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February0
2.94%
GARBX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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