IPSAX vs. VOO
Compare and contrast key facts about IPS Strategic Capital Absolute Return Fund (IPSAX) and Vanguard S&P 500 ETF (VOO).
IPSAX is managed by WP Trust. It was launched on Apr 14, 2016. 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: IPSAX or VOO.
Correlation
The correlation between IPSAX and VOO is 0.80, 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
IPSAX vs. VOO - Performance Comparison
Key characteristics
IPSAX:
0.10
VOO:
1.89
IPSAX:
0.19
VOO:
2.54
IPSAX:
1.05
VOO:
1.35
IPSAX:
0.10
VOO:
2.83
IPSAX:
0.28
VOO:
11.83
IPSAX:
5.10%
VOO:
2.02%
IPSAX:
14.63%
VOO:
12.66%
IPSAX:
-28.49%
VOO:
-33.99%
IPSAX:
-12.81%
VOO:
-0.42%
Returns By Period
In the year-to-date period, IPSAX achieves a 1.79% return, which is significantly lower than VOO's 4.17% return.
IPSAX
1.79%
0.09%
-7.11%
1.72%
0.50%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IPSAX vs. VOO - Expense Ratio Comparison
IPSAX has a 1.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IPSAX vs. VOO — Risk-Adjusted Performance Rank
IPSAX
VOO
IPSAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IPS Strategic Capital Absolute Return Fund (IPSAX) 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
IPSAX vs. VOO - Dividend Comparison
IPSAX's dividend yield for the trailing twelve months is around 0.03%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPSAX IPS Strategic Capital Absolute Return Fund | 0.03% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
IPSAX vs. VOO - Drawdown Comparison
The maximum IPSAX drawdown since its inception was -28.49%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IPSAX and VOO. For additional features, visit the drawdowns tool.
Volatility
IPSAX vs. VOO - Volatility Comparison
The current volatility for IPS Strategic Capital Absolute Return Fund (IPSAX) is 1.74%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that IPSAX 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.