IFPUX vs. VOO
Compare and contrast key facts about Independent Franchise Part Equity Fund (IFPUX) and Vanguard S&P 500 ETF (VOO).
IFPUX is managed by Independent Franchise Partners. It was launched on Dec 20, 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.
Performance
IFPUX vs. VOO - Performance Comparison
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IFPUX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | -9.57% | 28.47% | 21.80% | 21.19% | -10.77% | 16.17% | 19.09% | 35.20% | -7.11% | 15.64% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, IFPUX achieves a -9.57% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, IFPUX has underperformed VOO with an annualized return of 12.61%, while VOO has yielded a comparatively higher 14.05% annualized return.
IFPUX
- 1D
- 1.23%
- 1M
- -8.23%
- YTD
- -9.57%
- 6M
- -5.73%
- 1Y
- 7.17%
- 3Y*
- 16.45%
- 5Y*
- 10.43%
- 10Y*
- 12.61%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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IFPUX vs. VOO - Expense Ratio Comparison
IFPUX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
IFPUX vs. VOO — Risk / Return Rank
IFPUX
VOO
IFPUX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Independent Franchise Part Equity Fund (IFPUX) 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.
| IFPUX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.98 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.50 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.53 | -0.96 |
Martin ratioReturn relative to average drawdown | 1.91 | 7.29 | -5.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IFPUX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.98 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.70 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.83 | -0.08 |
Correlation
The correlation between IFPUX and VOO is 0.81, 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.
Dividends
IFPUX vs. VOO - Dividend Comparison
IFPUX's dividend yield for the trailing twelve months is around 10.85%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | 10.85% | 9.81% | 20.93% | 8.24% | 16.77% | 5.50% | 12.63% | 11.08% | 8.13% | 1.35% | 3.74% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
IFPUX vs. VOO - Drawdown Comparison
The maximum IFPUX drawdown since its inception was -27.73%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IFPUX and VOO.
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Drawdown Indicators
| IFPUX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.73% | -33.99% | +6.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -11.98% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -24.52% | +3.04% |
Max Drawdown (10Y)Largest decline over 10 years | -27.73% | -33.99% | +6.26% |
Current DrawdownCurrent decline from peak | -11.08% | -6.29% | -4.79% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -3.72% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.52% | +1.15% |
Volatility
IFPUX vs. VOO - Volatility Comparison
The current volatility for Independent Franchise Part Equity Fund (IFPUX) is 3.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that IFPUX 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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Volatility by Period
| IFPUX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 5.29% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 9.44% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 18.10% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 16.82% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 17.99% | -0.92% |