Correlation
The correlation between GPEOX and VWO is 0.57, 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.
GPEOX vs. VWO
Compare and contrast key facts about Grandeur Peak Emerging Markets Opportunities Fund (GPEOX) and Vanguard FTSE Emerging Markets ETF (VWO).
GPEOX is managed by Grandeur Peak Funds. It was launched on Dec 15, 2013. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GPEOX or VWO.
Performance
GPEOX vs. VWO - Performance Comparison
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Key characteristics
GPEOX:
-0.12
VWO:
0.63
GPEOX:
-0.22
VWO:
0.89
GPEOX:
0.97
VWO:
1.12
GPEOX:
-0.09
VWO:
0.52
GPEOX:
-0.44
VWO:
1.72
GPEOX:
7.65%
VWO:
5.83%
GPEOX:
14.60%
VWO:
18.56%
GPEOX:
-37.04%
VWO:
-67.68%
GPEOX:
-25.04%
VWO:
-4.90%
Returns By Period
In the year-to-date period, GPEOX achieves a 4.04% return, which is significantly lower than VWO's 6.83% return. Over the past 10 years, GPEOX has underperformed VWO with an annualized return of 2.96%, while VWO has yielded a comparatively higher 4.03% annualized return.
GPEOX
4.04%
6.41%
2.47%
-2.01%
-0.69%
4.22%
2.96%
VWO
6.83%
3.91%
5.73%
12.61%
6.16%
7.97%
4.03%
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GPEOX vs. VWO - Expense Ratio Comparison
GPEOX has a 1.68% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
GPEOX vs. VWO — Risk-Adjusted Performance Rank
GPEOX
VWO
GPEOX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak Emerging Markets Opportunities Fund (GPEOX) and Vanguard FTSE Emerging Markets ETF (VWO). 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
GPEOX vs. VWO - Dividend Comparison
GPEOX's dividend yield for the trailing twelve months is around 1.81%, less than VWO's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPEOX Grandeur Peak Emerging Markets Opportunities Fund | 1.81% | 1.88% | 3.73% | 0.16% | 12.45% | 0.02% | 0.06% | 1.03% | 0.23% | 0.39% | 3.58% | 2.51% |
VWO Vanguard FTSE Emerging Markets ETF | 3.01% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
GPEOX vs. VWO - Drawdown Comparison
The maximum GPEOX drawdown since its inception was -37.04%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for GPEOX and VWO.
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Volatility
GPEOX vs. VWO - Volatility Comparison
The current volatility for Grandeur Peak Emerging Markets Opportunities Fund (GPEOX) is 3.21%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 4.29%. This indicates that GPEOX experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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