KOCG vs. KCXIX
Compare and contrast key facts about FIS Knights of Columbus Global Belief ETF (KOCG) and Knights of Columbus U.S. All Cap Index Fund (KCXIX).
KOCG is an actively managed fund by Knights of Columbus. It was launched on Jul 14, 2021. KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KOCG or KCXIX.
Correlation
The correlation between KOCG and KCXIX is 0.92, 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
KOCG vs. KCXIX - Performance Comparison
Key characteristics
KOCG:
1.65
KCXIX:
1.51
KOCG:
2.30
KCXIX:
2.06
KOCG:
1.30
KCXIX:
1.28
KOCG:
2.67
KCXIX:
2.27
KOCG:
11.46
KCXIX:
8.03
KOCG:
1.77%
KCXIX:
2.65%
KOCG:
12.25%
KCXIX:
14.14%
KOCG:
-28.70%
KCXIX:
-35.77%
KOCG:
-2.11%
KCXIX:
-3.62%
Returns By Period
In the year-to-date period, KOCG achieves a 2.65% return, which is significantly higher than KCXIX's 2.01% return.
KOCG
2.65%
-1.62%
6.64%
17.76%
N/A
N/A
KCXIX
2.01%
-1.72%
6.54%
18.80%
13.46%
N/A
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KOCG vs. KCXIX - Expense Ratio Comparison
KOCG has a 0.75% expense ratio, which is lower than KCXIX's 0.92% expense ratio.
Risk-Adjusted Performance
KOCG vs. KCXIX — Risk-Adjusted Performance Rank
KOCG
KCXIX
KOCG vs. KCXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FIS Knights of Columbus Global Belief ETF (KOCG) and Knights of Columbus U.S. All Cap Index Fund (KCXIX). 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
KOCG vs. KCXIX - Dividend Comparison
KOCG's dividend yield for the trailing twelve months is around 0.94%, less than KCXIX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
KOCG FIS Knights of Columbus Global Belief ETF | 0.94% | 0.97% | 1.51% | 2.00% | 0.28% | 0.00% |
KCXIX Knights of Columbus U.S. All Cap Index Fund | 1.08% | 1.10% | 1.26% | 1.35% | 0.92% | 1.29% |
Drawdowns
KOCG vs. KCXIX - Drawdown Comparison
The maximum KOCG drawdown since its inception was -28.70%, smaller than the maximum KCXIX drawdown of -35.77%. Use the drawdown chart below to compare losses from any high point for KOCG and KCXIX. For additional features, visit the drawdowns tool.
Volatility
KOCG vs. KCXIX - Volatility Comparison
The current volatility for FIS Knights of Columbus Global Belief ETF (KOCG) is 3.10%, while Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a volatility of 3.94%. This indicates that KOCG experiences smaller price fluctuations and is considered to be less risky than KCXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.