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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCVIX or VOO.
Correlation
The correlation between KCVIX and VOO is 0.87, 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
KCVIX vs. VOO - Performance Comparison
Key characteristics
KCVIX:
0.92
VOO:
1.92
KCVIX:
1.20
VOO:
2.58
KCVIX:
1.19
VOO:
1.35
KCVIX:
0.83
VOO:
2.88
KCVIX:
2.48
VOO:
12.03
KCVIX:
4.83%
VOO:
2.02%
KCVIX:
13.04%
VOO:
12.69%
KCVIX:
-39.82%
VOO:
-33.99%
KCVIX:
-8.92%
VOO:
0.00%
Returns By Period
In the year-to-date period, KCVIX achieves a 5.19% return, which is significantly higher than VOO's 4.36% return.
KCVIX
5.19%
2.06%
0.98%
11.08%
7.16%
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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.
Risk-Adjusted Performance
KCVIX vs. VOO — Risk-Adjusted Performance Rank
KCVIX
VOO
KCVIX vs. VOO - Risk-Adjusted Performance 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.
Dividends
KCVIX vs. VOO - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 1.39%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 1.39% | 1.46% | 1.21% | 1.33% | 0.75% | 1.25% | 1.51% | 1.68% | 1.25% | 1.53% | 1.27% | 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
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. For additional features, visit the drawdowns tool.
Volatility
KCVIX vs. VOO - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Value Fund (KCVIX) is 2.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.12%. 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.