ICHKX vs. VOO
Compare and contrast key facts about Guinness Atkinson China And Hong Kong Fund (ICHKX) and Vanguard S&P 500 ETF (VOO).
ICHKX is managed by Guinness Atkinson. It was launched on Jun 29, 1994. 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: ICHKX or VOO.
Correlation
The correlation between ICHKX and VOO is 0.51, 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.
Performance
ICHKX vs. VOO - Performance Comparison
Key characteristics
ICHKX:
0.15
VOO:
2.25
ICHKX:
0.43
VOO:
2.98
ICHKX:
1.05
VOO:
1.42
ICHKX:
0.05
VOO:
3.31
ICHKX:
0.35
VOO:
14.77
ICHKX:
11.47%
VOO:
1.90%
ICHKX:
26.88%
VOO:
12.46%
ICHKX:
-75.49%
VOO:
-33.99%
ICHKX:
-71.06%
VOO:
-2.47%
Returns By Period
In the year-to-date period, ICHKX achieves a -0.39% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, ICHKX has underperformed VOO with an annualized return of -7.11%, while VOO has yielded a comparatively higher 13.08% annualized return.
ICHKX
-0.39%
-1.91%
6.57%
2.15%
-10.63%
-7.11%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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ICHKX vs. VOO - Expense Ratio Comparison
ICHKX has a 1.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ICHKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson China And Hong Kong Fund (ICHKX) 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
ICHKX vs. VOO - Dividend Comparison
ICHKX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICHKX Guinness Atkinson China And Hong Kong Fund | 0.00% | 0.74% | 0.33% | 0.37% | 0.77% | 1.84% | 1.65% | 0.61% | 1.42% | 2.32% | 1.90% | 1.39% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ICHKX vs. VOO - Drawdown Comparison
The maximum ICHKX drawdown since its inception was -75.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ICHKX and VOO. For additional features, visit the drawdowns tool.
Volatility
ICHKX vs. VOO - Volatility Comparison
Guinness Atkinson China And Hong Kong Fund (ICHKX) has a higher volatility of 8.29% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that ICHKX'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.