GMWEX vs. VOO
Compare and contrast key facts about GuideMark World ex-US Fund (GMWEX) and Vanguard S&P 500 ETF (VOO).
GMWEX is managed by GuideMark. It was launched on Jun 29, 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: GMWEX or VOO.
Correlation
The correlation between GMWEX and VOO is 0.81, 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
GMWEX vs. VOO - Performance Comparison
Key characteristics
GMWEX:
1.19
VOO:
1.92
GMWEX:
1.69
VOO:
2.58
GMWEX:
1.21
VOO:
1.35
GMWEX:
0.84
VOO:
2.88
GMWEX:
3.98
VOO:
12.03
GMWEX:
3.67%
VOO:
2.02%
GMWEX:
12.33%
VOO:
12.69%
GMWEX:
-69.44%
VOO:
-33.99%
GMWEX:
-6.40%
VOO:
0.00%
Returns By Period
In the year-to-date period, GMWEX achieves a 8.35% return, which is significantly higher than VOO's 4.36% return. Over the past 10 years, GMWEX has underperformed VOO with an annualized return of 4.75%, while VOO has yielded a comparatively higher 13.28% annualized return.
GMWEX
8.35%
7.03%
4.13%
13.10%
6.40%
4.75%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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GMWEX vs. VOO - Expense Ratio Comparison
GMWEX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GMWEX vs. VOO — Risk-Adjusted Performance Rank
GMWEX
VOO
GMWEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideMark World ex-US Fund (GMWEX) 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
GMWEX vs. VOO - Dividend Comparison
GMWEX's dividend yield for the trailing twelve months is around 2.72%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMWEX GuideMark World ex-US Fund | 2.72% | 2.94% | 2.27% | 2.32% | 1.08% | 2.01% | 1.67% | 1.61% | 1.43% | 1.86% | 2.70% | 1.51% |
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
GMWEX vs. VOO - Drawdown Comparison
The maximum GMWEX drawdown since its inception was -69.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GMWEX and VOO. For additional features, visit the drawdowns tool.
Volatility
GMWEX vs. VOO - Volatility Comparison
GuideMark World ex-US Fund (GMWEX) has a higher volatility of 3.30% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that GMWEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.