KCVIX vs. VOO
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and Vanguard S&P 500 ETF (VOO).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. 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
KCVIX vs. VOO - Performance Comparison
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KCVIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 3.13% | 17.11% | 19.35% | 14.97% | -8.11% | 28.89% | -0.26% | 28.45% | -8.72% | 15.80% |
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, KCVIX achieves a 3.13% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, KCVIX has underperformed VOO with an annualized return of 11.82%, while VOO has yielded a comparatively higher 14.05% annualized return.
KCVIX
- 1D
- -0.58%
- 1M
- -5.44%
- YTD
- 3.13%
- 6M
- 7.17%
- 1Y
- 19.47%
- 3Y*
- 18.10%
- 5Y*
- 11.51%
- 10Y*
- 11.82%
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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KCVIX vs. VOO - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
KCVIX vs. VOO — Risk / Return Rank
KCVIX
VOO
KCVIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) 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.
| KCVIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.98 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.50 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.53 | +0.26 |
Martin ratioReturn relative to average drawdown | 8.46 | 7.29 | +1.17 |
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
| KCVIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.98 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.70 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.78 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.83 | -0.16 |
Correlation
The correlation between KCVIX and VOO is 0.85, 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
KCVIX vs. VOO - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 8.28%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 8.28% | 8.95% | 9.50% | 1.21% | 5.89% | 5.61% | 1.24% | 3.31% | 3.59% | 2.65% | 1.54% | 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
KCVIX vs. VOO - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for KCVIX and VOO.
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Drawdown Indicators
| KCVIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -33.99% | -5.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -11.98% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -24.52% | +5.85% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | -33.99% | -5.83% |
Current DrawdownCurrent decline from peak | -6.01% | -6.29% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -3.72% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.52% | -0.21% |
Volatility
KCVIX vs. VOO - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Value Fund (KCVIX) is 3.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that KCVIX 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
| KCVIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 5.29% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 9.44% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 18.10% | -3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 16.82% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 17.99% | -0.49% |