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.
Correlation
The correlation between GETGX and VOO is 0.86, 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.
Performance
GETGX vs. VOO - Performance Comparison
Key characteristics
GETGX:
0.06
VOO:
1.89
GETGX:
0.17
VOO:
2.54
GETGX:
1.03
VOO:
1.35
GETGX:
0.06
VOO:
2.83
GETGX:
0.14
VOO:
11.83
GETGX:
6.32%
VOO:
2.02%
GETGX:
15.89%
VOO:
12.66%
GETGX:
-59.81%
VOO:
-33.99%
GETGX:
-13.02%
VOO:
-0.42%
Returns By Period
In the year-to-date period, GETGX achieves a 3.09% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, GETGX has underperformed VOO with an annualized return of 3.80%, while VOO has yielded a comparatively higher 13.26% annualized return.
GETGX
3.09%
-1.00%
-6.86%
0.56%
4.35%
3.80%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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.
Dividends
GETGX vs. VOO - Dividend Comparison
GETGX's dividend yield for the trailing twelve months is around 0.82%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GETGX Victory Sycamore Established Value Fund | 0.82% | 0.85% | 0.96% | 1.18% | 1.26% | 0.98% | 0.90% | 0.88% | 0.42% | 0.36% | 0.76% | 0.91% |
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
GETGX vs. VOO - Drawdown Comparison
The maximum GETGX drawdown since its inception was -59.81%, 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. For additional features, visit the drawdowns tool.
Volatility
GETGX vs. VOO - Volatility Comparison
The current volatility for Victory Sycamore Established Value Fund (GETGX) is 2.62%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that GETGX 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.