GFIZX vs. VOO
Compare and contrast key facts about GuideStone Funds Conservative Allocation Fund (GFIZX) and Vanguard S&P 500 ETF (VOO).
GFIZX 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.
Performance
GFIZX vs. VOO - Performance Comparison
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GFIZX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GFIZX GuideStone Funds Conservative Allocation Fund | -1.32% | 9.46% | 6.69% | 8.80% | -10.17% | 3.82% | 6.93% | 10.74% | -2.13% | 7.11% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, GFIZX achieves a -1.32% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, GFIZX has underperformed VOO with an annualized return of 4.03%, while VOO has yielded a comparatively higher 14.14% annualized return.
GFIZX
- 1D
- 0.90%
- 1M
- -2.52%
- YTD
- -1.32%
- 6M
- -0.16%
- 1Y
- 6.66%
- 3Y*
- 6.81%
- 5Y*
- 2.94%
- 10Y*
- 4.03%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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GFIZX vs. VOO - Expense Ratio Comparison
GFIZX has a 0.41% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
GFIZX vs. VOO — Risk / Return Rank
GFIZX
VOO
GFIZX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Conservative Allocation Fund (GFIZX) 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.
| GFIZX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.01 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.53 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.55 | +0.20 |
Martin ratioReturn relative to average drawdown | 7.36 | 7.31 | +0.05 |
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
| GFIZX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.01 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.71 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.83 | -0.23 |
Correlation
The correlation between GFIZX and VOO is 0.85, 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
GFIZX vs. VOO - Dividend Comparison
GFIZX's dividend yield for the trailing twelve months is around 5.77%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFIZX GuideStone Funds Conservative Allocation Fund | 5.77% | 5.69% | 4.75% | 3.73% | 4.69% | 3.63% | 2.89% | 4.47% | 3.27% | 1.59% | 1.17% | 7.25% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
GFIZX vs. VOO - Drawdown Comparison
The maximum GFIZX drawdown since its inception was -18.90%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GFIZX and VOO.
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Drawdown Indicators
| GFIZX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.90% | -33.99% | +15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -3.98% | -11.98% | +8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -14.03% | -24.52% | +10.49% |
Max Drawdown (10Y)Largest decline over 10 years | -14.03% | -33.99% | +19.96% |
Current DrawdownCurrent decline from peak | -2.94% | -5.55% | +2.61% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -3.72% | +1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 2.55% | -1.61% |
Volatility
GFIZX vs. VOO - Volatility Comparison
The current volatility for GuideStone Funds Conservative Allocation Fund (GFIZX) is 2.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that GFIZX 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
| GFIZX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.31% | 5.34% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 3.21% | 9.47% | -6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.05% | 18.11% | -13.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.33% | 16.82% | -11.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.34% | 17.99% | -12.65% |