Correlation
The correlation between GCOZX and VOO is 0.93, 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.
GCOZX vs. VOO
Compare and contrast key facts about GuideStone Funds Growth Allocation Fund (GCOZX) and Vanguard S&P 500 ETF (VOO).
GCOZX is managed by GuideStone Funds. It was launched on Aug 26, 2001. 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: GCOZX or VOO.
Performance
GCOZX vs. VOO - Performance Comparison
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Key characteristics
GCOZX:
0.84
VOO:
0.72
GCOZX:
1.31
VOO:
1.14
GCOZX:
1.19
VOO:
1.17
GCOZX:
0.92
VOO:
0.76
GCOZX:
4.09
VOO:
2.87
GCOZX:
2.80%
VOO:
4.94%
GCOZX:
12.94%
VOO:
19.55%
GCOZX:
-47.67%
VOO:
-33.99%
GCOZX:
-0.00%
VOO:
-2.99%
Returns By Period
In the year-to-date period, GCOZX achieves a 4.90% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, GCOZX has underperformed VOO with an annualized return of 6.61%, while VOO has yielded a comparatively higher 12.96% annualized return.
GCOZX
4.90%
3.11%
1.92%
10.81%
9.22%
8.20%
6.61%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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GCOZX vs. VOO - Expense Ratio Comparison
GCOZX has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GCOZX vs. VOO — Risk-Adjusted Performance Rank
GCOZX
VOO
GCOZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Growth Allocation Fund (GCOZX) 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
GCOZX vs. VOO - Dividend Comparison
GCOZX's dividend yield for the trailing twelve months is around 3.31%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCOZX GuideStone Funds Growth Allocation Fund | 3.31% | 3.47% | 3.37% | 9.49% | 6.85% | 4.93% | 9.42% | 4.24% | 4.71% | 5.72% | 19.07% | 7.32% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GCOZX vs. VOO - Drawdown Comparison
The maximum GCOZX drawdown since its inception was -47.67%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GCOZX and VOO.
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Volatility
GCOZX vs. VOO - Volatility Comparison
The current volatility for GuideStone Funds Growth Allocation Fund (GCOZX) is 2.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that GCOZX 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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