OBSOX vs. VOO
Compare and contrast key facts about Oberweis Small-Cap Opportunities Fund (OBSOX) and Vanguard S&P 500 ETF (VOO).
OBSOX is managed by Oberweis. It was launched on Sep 16, 1996. 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: OBSOX or VOO.
Key characteristics
| OBSOX | VOO | |
|---|---|---|
| YTD Return | 17.31% | 19.30% |
| 1Y Return | 22.46% | 28.36% |
| 3Y Return (Ann) | 10.22% | 10.06% |
| 5Y Return (Ann) | 20.10% | 15.26% |
| 10Y Return (Ann) | 14.23% | 12.92% |
| Sharpe Ratio | 1.17 | 2.26 |
| Daily Std Dev | 19.41% | 12.63% |
| Max Drawdown | -80.48% | -33.99% |
| Current Drawdown | -3.35% | -0.28% |
Correlation
The correlation between OBSOX and VOO is 0.81, 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
OBSOX vs. VOO - Performance Comparison
In the year-to-date period, OBSOX achieves a 17.31% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, OBSOX has outperformed VOO with an annualized return of 14.23%, while VOO has yielded a comparatively lower 12.92% 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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OBSOX vs. VOO - Expense Ratio Comparison
OBSOX has a 1.25% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OBSOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) 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
OBSOX vs. VOO - Dividend Comparison
OBSOX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 1.74% | 21.88% | 4.05% | 3.04% | 28.22% | 6.36% | 4.24% | 11.91% | 12.74% | 5.48% |
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
OBSOX vs. VOO - Drawdown Comparison
The maximum OBSOX drawdown since its inception was -80.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OBSOX and VOO. For additional features, visit the drawdowns tool.
Volatility
OBSOX vs. VOO - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 6.71% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that OBSOX'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.