OBMCX vs. VOO
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Vanguard S&P 500 ETF (VOO).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. 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.
Performance
OBMCX vs. VOO - Performance Comparison
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OBMCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, OBMCX achieves a 13.51% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, OBMCX has outperformed VOO with an annualized return of 19.20%, while VOO has yielded a comparatively lower 14.14% annualized return.
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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OBMCX vs. VOO - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
OBMCX vs. VOO — Risk / Return Rank
OBMCX
VOO
OBMCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) 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.
| OBMCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.01 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.53 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 1.55 | +2.27 |
Martin ratioReturn relative to average drawdown | 13.69 | 7.31 | +6.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OBMCX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.01 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.71 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.79 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.83 | -0.42 |
Correlation
The correlation between OBMCX and VOO is 0.77, 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.
Dividends
OBMCX vs. VOO - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.24%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OBMCX vs. VOO - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OBMCX and VOO.
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Drawdown Indicators
| OBMCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -33.99% | -34.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -11.98% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -24.52% | -3.59% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -33.99% | -16.05% |
Current DrawdownCurrent decline from peak | -5.04% | -5.55% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -3.72% | -12.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 2.55% | +0.99% |
Volatility
OBMCX vs. VOO - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 12.02% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBMCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 5.34% | +6.68% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 9.47% | +9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 18.11% | +9.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 16.82% | +9.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 17.99% | +7.74% |