KCXIX vs. VUAG.L
Compare and contrast key facts about Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCXIX or VUAG.L.
Correlation
The correlation between KCXIX and VUAG.L is 0.64, 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
KCXIX vs. VUAG.L - Performance Comparison
Key characteristics
KCXIX:
1.76
VUAG.L:
2.00
KCXIX:
2.37
VUAG.L:
2.85
KCXIX:
1.32
VUAG.L:
1.38
KCXIX:
2.63
VUAG.L:
1.89
KCXIX:
9.34
VUAG.L:
14.27
KCXIX:
2.64%
VUAG.L:
1.64%
KCXIX:
14.03%
VUAG.L:
11.69%
KCXIX:
-35.77%
VUAG.L:
-25.61%
KCXIX:
-1.46%
VUAG.L:
-1.72%
Returns By Period
In the year-to-date period, KCXIX achieves a 4.29% return, which is significantly higher than VUAG.L's 2.86% return.
KCXIX
4.29%
1.91%
9.63%
23.20%
13.69%
N/A
VUAG.L
2.86%
-1.28%
13.67%
22.98%
14.61%
N/A
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KCXIX vs. VUAG.L - Expense Ratio Comparison
KCXIX has a 0.92% expense ratio, which is higher than VUAG.L's 0.07% expense ratio.
Risk-Adjusted Performance
KCXIX vs. VUAG.L — Risk-Adjusted Performance Rank
KCXIX
VUAG.L
KCXIX vs. VUAG.L - 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 UCITS ETF (USD) Accumulating (VUAG.L). 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. VUAG.L - Dividend Comparison
KCXIX's dividend yield for the trailing twelve months is around 1.05%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | 1.05% | 1.10% | 1.26% | 1.35% | 0.92% | 1.29% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KCXIX vs. VUAG.L - Drawdown Comparison
The maximum KCXIX drawdown since its inception was -35.77%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for KCXIX and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
KCXIX vs. VUAG.L - Volatility Comparison
Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) have volatilities of 3.45% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.