GSPFX vs. VOOG
Compare and contrast key facts about Gotham Enhanced S&P 500 Index Fund (GSPFX) and Vanguard S&P 500 Growth ETF (VOOG).
GSPFX is managed by Gotham. It was launched on Dec 30, 2016. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: GSPFX or VOOG.
Correlation
The correlation between GSPFX and VOOG is 0.92, 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
GSPFX vs. VOOG - Performance Comparison
Key characteristics
GSPFX:
0.78
VOOG:
1.84
GSPFX:
0.97
VOOG:
2.40
GSPFX:
1.20
VOOG:
1.33
GSPFX:
0.98
VOOG:
2.58
GSPFX:
2.83
VOOG:
9.97
GSPFX:
4.55%
VOOG:
3.33%
GSPFX:
16.45%
VOOG:
18.02%
GSPFX:
-36.14%
VOOG:
-32.73%
GSPFX:
-8.68%
VOOG:
-0.03%
Returns By Period
In the year-to-date period, GSPFX achieves a 4.51% return, which is significantly lower than VOOG's 5.07% return.
GSPFX
4.51%
2.71%
0.87%
11.51%
8.94%
N/A
VOOG
5.07%
3.66%
15.43%
31.39%
16.33%
15.39%
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GSPFX vs. VOOG - Expense Ratio Comparison
GSPFX has a 0.50% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
GSPFX vs. VOOG — Risk-Adjusted Performance Rank
GSPFX
VOOG
GSPFX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham Enhanced S&P 500 Index Fund (GSPFX) and Vanguard S&P 500 Growth ETF (VOOG). 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
GSPFX vs. VOOG - Dividend Comparison
GSPFX's dividend yield for the trailing twelve months is around 0.94%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSPFX Gotham Enhanced S&P 500 Index Fund | 0.94% | 0.99% | 1.42% | 0.86% | 1.04% | 0.95% | 1.22% | 2.07% | 1.31% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
GSPFX vs. VOOG - Drawdown Comparison
The maximum GSPFX drawdown since its inception was -36.14%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for GSPFX and VOOG. For additional features, visit the drawdowns tool.
Volatility
GSPFX vs. VOOG - Volatility Comparison
The current volatility for Gotham Enhanced S&P 500 Index Fund (GSPFX) is 2.81%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.57%. This indicates that GSPFX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.