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.
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.
Performance
IPSAX vs. VOO - Performance Comparison
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Key characteristics
IPSAX:
0.86
VOO:
0.74
IPSAX:
1.19
VOO:
1.04
IPSAX:
1.16
VOO:
1.15
IPSAX:
0.78
VOO:
0.68
IPSAX:
3.01
VOO:
2.58
IPSAX:
2.75%
VOO:
4.93%
IPSAX:
11.12%
VOO:
19.54%
IPSAX:
-16.70%
VOO:
-33.99%
IPSAX:
-2.30%
VOO:
-3.55%
Returns By Period
In the year-to-date period, IPSAX achieves a 0.19% return, which is significantly lower than VOO's 0.90% return.
IPSAX
0.19%
2.80%
-1.27%
9.46%
8.23%
7.54%
N/A
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
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Dividends
IPSAX vs. VOO - Dividend Comparison
IPSAX's dividend yield for the trailing twelve months is around 13.86%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPSAX IPS Strategic Capital Absolute Return Fund | 13.86% | 13.88% | 0.00% | 12.04% | 5.18% | 0.46% | 8.79% | 0.00% | 9.16% | 0.69% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -16.70%, 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.
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Volatility
IPSAX vs. VOO - Volatility Comparison
The current volatility for IPS Strategic Capital Absolute Return Fund (IPSAX) is 3.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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