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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBMCX or VOO.
Correlation
The correlation between OBMCX and VOO is 0.78, 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. VOO - Performance Comparison
Key characteristics
OBMCX:
0.39
VOO:
0.57
OBMCX:
0.73
VOO:
0.92
OBMCX:
1.09
VOO:
1.13
OBMCX:
0.39
VOO:
0.58
OBMCX:
1.23
VOO:
2.42
OBMCX:
8.92%
VOO:
4.51%
OBMCX:
27.86%
VOO:
19.17%
OBMCX:
-67.42%
VOO:
-33.99%
OBMCX:
-19.33%
VOO:
-10.56%
Returns By Period
In the year-to-date period, OBMCX achieves a -12.95% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, OBMCX has outperformed VOO with an annualized return of 14.85%, while VOO has yielded a comparatively lower 12.02% annualized return.
OBMCX
-12.95%
-6.24%
-8.24%
8.58%
25.56%
14.85%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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.
Risk-Adjusted Performance
OBMCX vs. VOO — Risk-Adjusted Performance Rank
OBMCX
VOO
OBMCX vs. VOO - Risk-Adjusted Performance 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.
Dividends
OBMCX vs. VOO - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 2.91%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 2.91% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% | 8.03% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OBMCX vs. VOO - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -67.42%, 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. For additional features, visit the drawdowns tool.
Volatility
OBMCX vs. VOO - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 15.38% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. 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.