OILGX vs. VOOG
Compare and contrast key facts about Optimum Large Cap Growth Fund (OILGX) and Vanguard S&P 500 Growth ETF (VOOG).
OILGX is managed by Delaware Funds. It was launched on Aug 1, 2003. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
OILGX vs. VOOG - Performance Comparison
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OILGX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OILGX Optimum Large Cap Growth Fund | -11.98% | 15.97% | 49.90% | 41.16% | -34.69% | 17.88% | 33.81% | 31.34% | -0.80% | 32.46% |
VOOG Vanguard S&P 500 Growth ETF | -8.17% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, OILGX achieves a -11.98% return, which is significantly lower than VOOG's -8.17% return. Over the past 10 years, OILGX has underperformed VOOG with an annualized return of 14.92%, while VOOG has yielded a comparatively higher 15.71% annualized return.
OILGX
- 1D
- -0.73%
- 1M
- -8.75%
- YTD
- -11.98%
- 6M
- -10.54%
- 1Y
- 14.24%
- 3Y*
- 23.57%
- 5Y*
- 10.65%
- 10Y*
- 14.92%
VOOG
- 1D
- 4.02%
- 1M
- -5.34%
- YTD
- -8.17%
- 6M
- -6.12%
- 1Y
- 22.53%
- 3Y*
- 21.80%
- 5Y*
- 12.17%
- 10Y*
- 15.71%
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OILGX vs. VOOG - Expense Ratio Comparison
OILGX has a 0.89% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
OILGX vs. VOOG — Risk / Return Rank
OILGX
VOOG
OILGX vs. VOOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Optimum Large Cap Growth Fund (OILGX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
| OILGX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.02 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.58 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.66 | -0.93 |
Martin ratioReturn relative to average drawdown | 2.60 | 6.53 | -3.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OILGX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.02 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.58 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.83 | -0.29 |
Correlation
The correlation between OILGX and VOOG is 0.96, 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.
Dividends
OILGX vs. VOOG - Dividend Comparison
OILGX's dividend yield for the trailing twelve months is around 15.96%, more than VOOG's 0.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OILGX Optimum Large Cap Growth Fund | 15.96% | 14.05% | 20.62% | 11.50% | 4.95% | 14.42% | 7.72% | 2.98% | 14.76% | 18.13% | 3.68% | 10.49% |
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
OILGX vs. VOOG - Drawdown Comparison
The maximum OILGX drawdown since its inception was -54.28%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for OILGX and VOOG.
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Drawdown Indicators
| OILGX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.28% | -32.73% | -21.55% |
Max Drawdown (1Y)Largest decline over 1 year | -15.31% | -13.71% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -39.97% | -32.73% | -7.24% |
Max Drawdown (10Y)Largest decline over 10 years | -39.97% | -32.73% | -7.24% |
Current DrawdownCurrent decline from peak | -15.31% | -10.25% | -5.06% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -5.00% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 3.50% | +0.80% |
Volatility
OILGX vs. VOOG - Volatility Comparison
The current volatility for Optimum Large Cap Growth Fund (OILGX) is 5.51%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.15%. This indicates that OILGX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OILGX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 7.15% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 12.62% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 22.25% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.35% | 21.16% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.96% | 20.65% | +1.31% |