OBMCX vs. VONG
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Vanguard Russell 1000 Growth ETF (VONG).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBMCX or VONG.
Key characteristics
| OBMCX | VONG | |
|---|---|---|
| YTD Return | 28.40% | 32.13% |
| 1Y Return | 52.67% | 45.17% |
| 3Y Return (Ann) | 1.95% | 10.37% |
| 5Y Return (Ann) | 17.59% | 20.12% |
| 10Y Return (Ann) | 9.87% | 16.75% |
| Sharpe Ratio | 2.22 | 2.62 |
| Sortino Ratio | 2.99 | 3.36 |
| Omega Ratio | 1.37 | 1.48 |
| Calmar Ratio | 1.66 | 3.35 |
| Martin Ratio | 12.66 | 13.22 |
| Ulcer Index | 4.06% | 3.32% |
| Daily Std Dev | 23.16% | 16.76% |
| Max Drawdown | -81.09% | -32.72% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between OBMCX and VONG is 0.75, 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
OBMCX vs. VONG - Performance Comparison
In the year-to-date period, OBMCX achieves a 28.40% return, which is significantly lower than VONG's 32.13% return. Over the past 10 years, OBMCX has underperformed VONG with an annualized return of 9.87%, while VONG has yielded a comparatively higher 16.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OBMCX vs. VONG - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
OBMCX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Vanguard Russell 1000 Growth ETF (VONG). 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
OBMCX vs. VONG - Dividend Comparison
OBMCX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.58% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
OBMCX vs. VONG - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -81.09%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for OBMCX and VONG. For additional features, visit the drawdowns tool.
Volatility
OBMCX vs. VONG - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 6.65% compared to Vanguard Russell 1000 Growth ETF (VONG) at 5.19%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.