GSRAX vs. VOO
Compare and contrast key facts about Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Vanguard S&P 500 ETF (VOO).
GSRAX is managed by Goldman Sachs. It was launched on Mar 23, 2004. 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: GSRAX or VOO.
Correlation
The correlation between GSRAX and VOO is 0.90, 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
GSRAX vs. VOO - Performance Comparison
Key characteristics
GSRAX:
0.17
VOO:
1.89
GSRAX:
0.31
VOO:
2.54
GSRAX:
1.05
VOO:
1.35
GSRAX:
0.07
VOO:
2.83
GSRAX:
0.45
VOO:
11.83
GSRAX:
6.23%
VOO:
2.02%
GSRAX:
16.29%
VOO:
12.66%
GSRAX:
-69.73%
VOO:
-33.99%
GSRAX:
-39.19%
VOO:
-0.42%
Returns By Period
In the year-to-date period, GSRAX achieves a 5.30% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, GSRAX has underperformed VOO with an annualized return of -3.90%, while VOO has yielded a comparatively higher 13.26% annualized return.
GSRAX
5.30%
0.43%
-6.17%
2.81%
4.56%
-3.90%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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GSRAX vs. VOO - Expense Ratio Comparison
GSRAX has a 1.03% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GSRAX vs. VOO — Risk-Adjusted Performance Rank
GSRAX
VOO
GSRAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Rising Dividend Growth Fund (GSRAX) 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
GSRAX vs. VOO - Dividend Comparison
GSRAX's dividend yield for the trailing twelve months is around 1.63%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | 1.63% | 1.71% | 3.60% | 2.38% | 2.60% | 4.01% | 2.72% | 3.69% | 1.81% | 1.41% | 0.92% | 0.63% |
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
GSRAX vs. VOO - Drawdown Comparison
The maximum GSRAX drawdown since its inception was -69.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GSRAX and VOO. For additional features, visit the drawdowns tool.
Volatility
GSRAX vs. VOO - Volatility Comparison
The current volatility for Goldman Sachs Rising Dividend Growth Fund (GSRAX) is 2.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that GSRAX 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.