Correlation
The correlation between GPIOX and VOO is 0.61, 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.
GPIOX vs. VOO
Compare and contrast key facts about Grandeur Peak International Opportunities Fund (GPIOX) and Vanguard S&P 500 ETF (VOO).
GPIOX is managed by Grandeur Peak Funds. It was launched on Oct 16, 2011. 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: GPIOX or VOO.
Performance
GPIOX vs. VOO - Performance Comparison
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Key characteristics
GPIOX:
0.11
VOO:
0.74
GPIOX:
0.15
VOO:
1.04
GPIOX:
1.02
VOO:
1.15
GPIOX:
0.01
VOO:
0.68
GPIOX:
0.04
VOO:
2.58
GPIOX:
9.07%
VOO:
4.93%
GPIOX:
16.62%
VOO:
19.54%
GPIOX:
-52.26%
VOO:
-33.99%
GPIOX:
-41.26%
VOO:
-3.55%
Returns By Period
In the year-to-date period, GPIOX achieves a 8.52% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, GPIOX has outperformed VOO with an annualized return of 37.97%, while VOO has yielded a comparatively lower 12.81% annualized return.
GPIOX
8.52%
5.41%
4.39%
0.94%
-1.35%
0.03%
37.97%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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GPIOX vs. VOO - Expense Ratio Comparison
GPIOX has a 1.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GPIOX vs. VOO — Risk-Adjusted Performance Rank
GPIOX
VOO
GPIOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak International Opportunities Fund (GPIOX) 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
GPIOX vs. VOO - Dividend Comparison
GPIOX's dividend yield for the trailing twelve months is around 2.08%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPIOX Grandeur Peak International Opportunities Fund | 2.08% | 2.26% | 0.62% | 0.03% | 13.37% | 3.40% | 199.83% | 13.44% | 3.29% | 2.27% | 4.59% | 6.93% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GPIOX vs. VOO - Drawdown Comparison
The maximum GPIOX drawdown since its inception was -52.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GPIOX and VOO.
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Volatility
GPIOX vs. VOO - Volatility Comparison
The current volatility for Grandeur Peak International Opportunities Fund (GPIOX) is 3.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that GPIOX 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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