OILVX vs. VOO
Compare and contrast key facts about Optimum Large Cap Value Fund (OILVX) and Vanguard S&P 500 ETF (VOO).
OILVX is managed by Delaware Funds. It was launched on Aug 1, 2003. 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.
Performance
OILVX vs. VOO - Performance Comparison
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OILVX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OILVX Optimum Large Cap Value Fund | 0.56% | 14.79% | 13.63% | 9.90% | -6.05% | 27.17% | 3.39% | 27.97% | -9.38% | 16.40% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, OILVX achieves a 0.56% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, OILVX has underperformed VOO with an annualized return of 10.23%, while VOO has yielded a comparatively higher 14.14% annualized return.
OILVX
- 1D
- 1.90%
- 1M
- -5.21%
- YTD
- 0.56%
- 6M
- 4.10%
- 1Y
- 13.24%
- 3Y*
- 13.29%
- 5Y*
- 9.08%
- 10Y*
- 10.23%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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OILVX vs. VOO - Expense Ratio Comparison
OILVX has a 0.92% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
OILVX vs. VOO — Risk / Return Rank
OILVX
VOO
OILVX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Optimum Large Cap Value Fund (OILVX) 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.
| OILVX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.01 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.53 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.55 | -0.32 |
Martin ratioReturn relative to average drawdown | 5.53 | 7.31 | -1.78 |
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
| OILVX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.01 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.71 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.79 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.37 |
Correlation
The correlation between OILVX and VOO is 0.90, 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
OILVX vs. VOO - Dividend Comparison
OILVX's dividend yield for the trailing twelve months is around 7.72%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OILVX Optimum Large Cap Value Fund | 7.72% | 7.76% | 7.30% | 16.51% | 6.33% | 7.55% | 2.02% | 2.74% | 4.72% | 5.68% | 13.20% | 1.28% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OILVX vs. VOO - Drawdown Comparison
The maximum OILVX drawdown since its inception was -56.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OILVX and VOO.
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Drawdown Indicators
| OILVX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.56% | -33.99% | -22.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -11.98% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -18.17% | -24.52% | +6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -36.99% | -33.99% | -3.00% |
Current DrawdownCurrent decline from peak | -5.34% | -5.55% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -3.72% | -3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.55% | 0.00% |
Volatility
OILVX vs. VOO - Volatility Comparison
The current volatility for Optimum Large Cap Value Fund (OILVX) is 4.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that OILVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OILVX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 5.34% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 9.47% | -1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 18.11% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 16.82% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 17.99% | +0.20% |