GATEX vs. VOO
Compare and contrast key facts about Gateway Fund (GATEX) and Vanguard S&P 500 ETF (VOO).
GATEX is managed by Natixis. It was launched on Dec 6, 1977. 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
GATEX vs. VOO - Performance Comparison
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GATEX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | -4.72% | 10.07% | 15.55% | 14.43% | -12.06% | 11.24% | 6.92% | 10.84% | -4.39% | 9.66% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, GATEX achieves a -4.72% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, GATEX has underperformed VOO with an annualized return of 5.95%, while VOO has yielded a comparatively higher 14.05% annualized return.
GATEX
- 1D
- -0.45%
- 1M
- -5.31%
- YTD
- -4.72%
- 6M
- -2.40%
- 1Y
- 7.97%
- 3Y*
- 9.67%
- 5Y*
- 5.63%
- 10Y*
- 5.95%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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GATEX vs. VOO - Expense Ratio Comparison
GATEX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
GATEX vs. VOO — Risk / Return Rank
GATEX
VOO
GATEX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund (GATEX) 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.
| GATEX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.98 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.50 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.53 | -1.31 |
Martin ratioReturn relative to average drawdown | 0.88 | 7.29 | -6.42 |
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
| GATEX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.98 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.70 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.83 | -0.32 |
Correlation
The correlation between GATEX 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.
Dividends
GATEX vs. VOO - Dividend Comparison
GATEX's dividend yield for the trailing twelve months is around 0.20%, less than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 0.20% | 0.22% | 0.42% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
GATEX vs. VOO - Drawdown Comparison
The maximum GATEX drawdown since its inception was -29.74%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GATEX and VOO.
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Drawdown Indicators
| GATEX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -33.99% | +4.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.03% | -11.98% | +4.95% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -24.52% | +8.13% |
Max Drawdown (10Y)Largest decline over 10 years | -16.39% | -33.99% | +17.60% |
Current DrawdownCurrent decline from peak | -6.01% | -6.29% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -3.72% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.52% | +0.50% |
Volatility
GATEX vs. VOO - Volatility Comparison
The current volatility for Gateway Fund (GATEX) is 2.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that GATEX 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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Volatility by Period
| GATEX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.28% | 5.29% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.57% | 9.44% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.35% | 18.10% | -5.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.53% | 16.82% | -7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.86% | 17.99% | -9.13% |