KCXIX vs. VOO
Compare and contrast key facts about Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Vanguard S&P 500 ETF (VOO).
KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019. 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: KCXIX or VOO.
Correlation
The correlation between KCXIX and VOO is 0.98, 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
KCXIX vs. VOO - Performance Comparison
Key characteristics
KCXIX:
1.63
VOO:
1.88
KCXIX:
2.22
VOO:
2.53
KCXIX:
1.30
VOO:
1.35
KCXIX:
2.43
VOO:
2.81
KCXIX:
8.63
VOO:
11.78
KCXIX:
2.64%
VOO:
2.02%
KCXIX:
13.99%
VOO:
12.67%
KCXIX:
-35.77%
VOO:
-33.99%
KCXIX:
-1.09%
VOO:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with KCXIX having a 4.68% return and VOO slightly lower at 4.61%.
KCXIX
4.68%
2.29%
9.91%
24.47%
14.08%
N/A
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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KCXIX vs. VOO - Expense Ratio Comparison
KCXIX has a 0.92% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
KCXIX vs. VOO — Risk-Adjusted Performance Rank
KCXIX
VOO
KCXIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus U.S. All Cap Index Fund (KCXIX) 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
KCXIX vs. VOO - Dividend Comparison
KCXIX's dividend yield for the trailing twelve months is around 1.05%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | 1.05% | 1.10% | 1.26% | 1.35% | 0.92% | 1.29% | 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
KCXIX vs. VOO - Drawdown Comparison
The maximum KCXIX drawdown since its inception was -35.77%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for KCXIX and VOO. For additional features, visit the drawdowns tool.
Volatility
KCXIX vs. VOO - Volatility Comparison
Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a higher volatility of 3.45% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that KCXIX'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.