OASDX vs. VB
Compare and contrast key facts about Oakhurst Strategic Defined Risk Fund (OASDX) and Vanguard Small-Cap ETF (VB).
OASDX is managed by Oakhurst. It was launched on May 9, 2017. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OASDX or VB.
Correlation
The correlation between OASDX and VB is 0.82, 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
OASDX vs. VB - Performance Comparison
Key characteristics
OASDX:
0.55
VB:
1.18
OASDX:
0.69
VB:
1.72
OASDX:
1.14
VB:
1.21
OASDX:
0.61
VB:
2.27
OASDX:
1.69
VB:
5.23
OASDX:
4.05%
VB:
3.75%
OASDX:
12.40%
VB:
16.48%
OASDX:
-22.08%
VB:
-59.57%
OASDX:
-8.86%
VB:
-4.86%
Returns By Period
In the year-to-date period, OASDX achieves a 2.13% return, which is significantly lower than VB's 3.19% return.
OASDX
2.13%
1.61%
-1.82%
5.74%
3.55%
N/A
VB
3.19%
0.86%
10.30%
15.19%
9.48%
9.14%
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OASDX vs. VB - Expense Ratio Comparison
OASDX has a 1.89% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
OASDX vs. VB — Risk-Adjusted Performance Rank
OASDX
VB
OASDX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakhurst Strategic Defined Risk Fund (OASDX) and Vanguard Small-Cap ETF (VB). 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
OASDX vs. VB - Dividend Comparison
OASDX's dividend yield for the trailing twelve months is around 2.00%, more than VB's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OASDX Oakhurst Strategic Defined Risk Fund | 2.00% | 2.04% | 1.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.61% | 0.00% | 0.00% | 0.00% |
VB Vanguard Small-Cap ETF | 1.26% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
OASDX vs. VB - Drawdown Comparison
The maximum OASDX drawdown since its inception was -22.08%, smaller than the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for OASDX and VB. For additional features, visit the drawdowns tool.
Volatility
OASDX vs. VB - Volatility Comparison
The current volatility for Oakhurst Strategic Defined Risk Fund (OASDX) is 1.63%, while Vanguard Small-Cap ETF (VB) has a volatility of 3.77%. This indicates that OASDX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.