Correlation
The correlation between OBSOX and VOO is 0.82, 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.
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.
Performance
OBSOX vs. VOO - Performance Comparison
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Key characteristics
OBSOX:
-0.17
VOO:
0.74
OBSOX:
-0.06
VOO:
1.04
OBSOX:
0.99
VOO:
1.15
OBSOX:
-0.16
VOO:
0.68
OBSOX:
-0.48
VOO:
2.58
OBSOX:
9.56%
VOO:
4.93%
OBSOX:
26.80%
VOO:
19.54%
OBSOX:
-80.48%
VOO:
-33.99%
OBSOX:
-13.32%
VOO:
-3.55%
Returns By Period
In the year-to-date period, OBSOX achieves a -5.41% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, OBSOX has underperformed VOO with an annualized return of 12.11%, while VOO has yielded a comparatively higher 12.81% annualized return.
OBSOX
-5.41%
4.06%
-10.97%
-4.72%
10.55%
19.00%
12.11%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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 Rank
OBSOX
VOO
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.
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Dividends
OBSOX vs. VOO - Dividend Comparison
OBSOX's dividend yield for the trailing twelve months is around 0.84%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 0.84% | 0.80% | 0.00% | 0.17% | 21.88% | 4.05% | 3.04% | 28.22% | 6.36% | 4.24% | 11.91% | 12.74% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
OBSOX vs. VOO - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 6.55% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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