Correlation
The correlation between OANCX and VOO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
OANCX vs. VOO
Compare and contrast key facts about Oakmark Bond Fund (OANCX) and Vanguard S&P 500 ETF (VOO).
OANCX is managed by Oakmark. It was launched on Oct 4, 2020. 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: OANCX or VOO.
Performance
OANCX vs. VOO - Performance Comparison
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Key characteristics
OANCX:
1.33
VOO:
0.70
OANCX:
1.72
VOO:
1.05
OANCX:
1.21
VOO:
1.15
OANCX:
0.94
VOO:
0.69
OANCX:
3.33
VOO:
2.62
OANCX:
1.75%
VOO:
4.93%
OANCX:
4.96%
VOO:
19.55%
OANCX:
-14.96%
VOO:
-33.99%
OANCX:
-1.04%
VOO:
-3.45%
Returns By Period
In the year-to-date period, OANCX achieves a 2.19% return, which is significantly higher than VOO's 1.00% return.
OANCX
2.19%
-0.79%
0.90%
6.55%
2.98%
N/A
N/A
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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OANCX vs. VOO - Expense Ratio Comparison
OANCX has a 0.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OANCX vs. VOO — Risk-Adjusted Performance Rank
OANCX
VOO
OANCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Bond Fund (OANCX) 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.
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Dividends
OANCX vs. VOO - Dividend Comparison
OANCX's dividend yield for the trailing twelve months is around 5.13%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANCX Oakmark Bond Fund | 5.13% | 4.90% | 4.54% | 3.26% | 3.61% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OANCX vs. VOO - Drawdown Comparison
The maximum OANCX drawdown since its inception was -14.96%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OANCX and VOO.
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Volatility
OANCX vs. VOO - Volatility Comparison
The current volatility for Oakmark Bond Fund (OANCX) is 1.29%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that OANCX 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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