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.
Key characteristics
| OBMCX | VOO | |
|---|---|---|
| YTD Return | 15.24% | 18.91% |
| 1Y Return | 24.79% | 28.20% |
| 3Y Return (Ann) | 11.26% | 9.93% |
| 5Y Return (Ann) | 20.88% | 15.31% |
| 10Y Return (Ann) | 15.96% | 12.87% |
| Sharpe Ratio | 1.04 | 2.21 |
| Daily Std Dev | 23.25% | 12.64% |
| Max Drawdown | -67.42% | -33.99% |
| Current Drawdown | -4.31% | -0.60% |
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.
Performance
OBMCX vs. VOO - Performance Comparison
In the year-to-date period, OBMCX achieves a 15.24% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, OBMCX has outperformed VOO with an annualized return of 15.96%, while VOO has yielded a comparatively lower 12.87% 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. 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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% | 8.03% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 7.42% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. 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.