JOPSX vs. VOO
Compare and contrast key facts about JOHCM International Opportunities Fund (JOPSX) and Vanguard S&P 500 ETF (VOO).
JOPSX is managed by JOHCM Funds. It was launched on Sep 29, 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: JOPSX or VOO.
Correlation
The correlation between JOPSX and VOO is 0.63, 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
JOPSX vs. VOO - Performance Comparison
Key characteristics
JOPSX:
0.74
VOO:
1.89
JOPSX:
1.08
VOO:
2.54
JOPSX:
1.14
VOO:
1.35
JOPSX:
0.63
VOO:
2.83
JOPSX:
1.61
VOO:
11.83
JOPSX:
5.54%
VOO:
2.02%
JOPSX:
12.02%
VOO:
12.66%
JOPSX:
-35.28%
VOO:
-33.99%
JOPSX:
-4.79%
VOO:
-0.42%
Returns By Period
In the year-to-date period, JOPSX achieves a 9.47% return, which is significantly higher than VOO's 4.17% return.
JOPSX
9.47%
6.21%
-0.07%
8.99%
4.84%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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JOPSX vs. VOO - Expense Ratio Comparison
JOPSX has a 0.88% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JOPSX vs. VOO — Risk-Adjusted Performance Rank
JOPSX
VOO
JOPSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JOHCM International Opportunities Fund (JOPSX) 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
JOPSX vs. VOO - Dividend Comparison
JOPSX's dividend yield for the trailing twelve months is around 2.08%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOPSX JOHCM International Opportunities Fund | 2.08% | 2.28% | 0.61% | 2.13% | 2.60% | 1.46% | 2.04% | 1.84% | 2.73% | 0.88% | 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
JOPSX vs. VOO - Drawdown Comparison
The maximum JOPSX drawdown since its inception was -35.28%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JOPSX and VOO. For additional features, visit the drawdowns tool.
Volatility
JOPSX vs. VOO - Volatility Comparison
JOHCM International Opportunities Fund (JOPSX) has a higher volatility of 3.58% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that JOPSX'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.