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.
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
Key characteristics
OBSOX:
1.06
VOO:
1.99
OBSOX:
1.50
VOO:
2.65
OBSOX:
1.18
VOO:
1.36
OBSOX:
0.57
VOO:
3.03
OBSOX:
5.25
VOO:
12.71
OBSOX:
3.87%
VOO:
2.01%
OBSOX:
19.25%
VOO:
12.90%
OBSOX:
-86.25%
VOO:
-33.99%
OBSOX:
-21.72%
VOO:
-0.86%
Returns By Period
In the year-to-date period, OBSOX achieves a 4.79% return, which is significantly higher than VOO's 3.16% return. Over the past 10 years, OBSOX has underperformed VOO with an annualized return of 6.59%, while VOO has yielded a comparatively higher 13.80% annualized return.
OBSOX
4.79%
3.53%
4.62%
18.50%
12.63%
6.59%
VOO
3.16%
1.60%
12.30%
24.73%
14.88%
13.80%
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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.
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 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 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 -86.25%, 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 5.75% compared to Vanguard S&P 500 ETF (VOO) at 4.18%. 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.