Correlation
The correlation between GETGX and VOO is 0.87, 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.
GETGX vs. VOO
Compare and contrast key facts about Victory Sycamore Established Value Fund (GETGX) and Vanguard S&P 500 ETF (VOO).
GETGX is managed by Victory. It was launched on Aug 16, 1983. 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: GETGX or VOO.
Performance
GETGX vs. VOO - Performance Comparison
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Key characteristics
GETGX:
0.01
VOO:
0.72
GETGX:
0.33
VOO:
1.14
GETGX:
1.05
VOO:
1.17
GETGX:
0.10
VOO:
0.76
GETGX:
0.26
VOO:
2.87
GETGX:
9.88%
VOO:
4.94%
GETGX:
22.85%
VOO:
19.55%
GETGX:
-49.09%
VOO:
-33.99%
GETGX:
-15.31%
VOO:
-2.99%
Returns By Period
In the year-to-date period, GETGX achieves a -2.84% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, GETGX has underperformed VOO with an annualized return of 9.39%, while VOO has yielded a comparatively higher 12.96% annualized return.
GETGX
-2.84%
1.14%
-9.29%
0.24%
4.88%
12.51%
9.39%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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GETGX vs. VOO - Expense Ratio Comparison
GETGX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GETGX vs. VOO — Risk-Adjusted Performance Rank
GETGX
VOO
GETGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund (GETGX) 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
GETGX vs. VOO - Dividend Comparison
GETGX's dividend yield for the trailing twelve months is around 11.60%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GETGX Victory Sycamore Established Value Fund | 11.60% | 11.30% | 5.79% | 7.89% | 8.04% | 5.12% | 5.70% | 10.23% | 2.89% | 1.34% | 11.52% | 14.58% |
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
GETGX vs. VOO - Drawdown Comparison
The maximum GETGX drawdown since its inception was -49.09%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GETGX and VOO.
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Volatility
GETGX vs. VOO - Volatility Comparison
Victory Sycamore Established Value Fund (GETGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.91% and 4.83%, 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.
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