GDLFX vs. VOO
Compare and contrast key facts about Gotham Defensive Long 500 Fund (GDLFX) and Vanguard S&P 500 ETF (VOO).
GDLFX is managed by Gotham. It was launched on Sep 29, 2016. 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: GDLFX or VOO.
Correlation
The correlation between GDLFX and VOO is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GDLFX vs. VOO - Performance Comparison
Key characteristics
GDLFX:
1.47
VOO:
1.92
GDLFX:
2.07
VOO:
2.58
GDLFX:
1.27
VOO:
1.35
GDLFX:
2.43
VOO:
2.88
GDLFX:
6.80
VOO:
12.03
GDLFX:
2.38%
VOO:
2.02%
GDLFX:
11.03%
VOO:
12.69%
GDLFX:
-34.76%
VOO:
-33.99%
GDLFX:
-0.83%
VOO:
0.00%
Returns By Period
In the year-to-date period, GDLFX achieves a 6.61% return, which is significantly higher than VOO's 4.36% return.
GDLFX
6.61%
3.20%
4.16%
15.90%
8.44%
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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GDLFX vs. VOO - Expense Ratio Comparison
GDLFX has a 1.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GDLFX vs. VOO — Risk-Adjusted Performance Rank
GDLFX
VOO
GDLFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham Defensive Long 500 Fund (GDLFX) 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
GDLFX vs. VOO - Dividend Comparison
GDLFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDLFX Gotham Defensive Long 500 Fund | 0.00% | 0.00% | 0.00% | 0.26% | 0.61% | 1.13% | 0.60% | 0.61% | 0.63% | 0.00% | 0.00% | 0.00% |
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
GDLFX vs. VOO - Drawdown Comparison
The maximum GDLFX drawdown since its inception was -34.76%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GDLFX and VOO. For additional features, visit the drawdowns tool.
Volatility
GDLFX vs. VOO - Volatility Comparison
Gotham Defensive Long 500 Fund (GDLFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.26% and 3.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.