RBCGX vs. VOO
Compare and contrast key facts about Reynolds Blue Chip Growth Fund (RBCGX) and Vanguard S&P 500 ETF (VOO).
RBCGX is managed by Reynolds. It was launched on Aug 12, 1988. 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
RBCGX vs. VOO - Performance Comparison
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RBCGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBCGX Reynolds Blue Chip Growth Fund | -7.00% | 14.42% | 33.73% | 28.83% | -30.06% | -3.63% | 43.98% | 25.52% | -3.81% | 24.73% |
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, RBCGX achieves a -7.00% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, RBCGX has underperformed VOO with an annualized return of 10.40%, while VOO has yielded a comparatively higher 14.14% annualized return.
RBCGX
- 1D
- 2.24%
- 1M
- -3.67%
- YTD
- -7.00%
- 6M
- -9.37%
- 1Y
- 12.07%
- 3Y*
- 19.26%
- 5Y*
- 3.74%
- 10Y*
- 10.40%
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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RBCGX vs. VOO - Expense Ratio Comparison
RBCGX has a 1.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
RBCGX vs. VOO — Risk / Return Rank
RBCGX
VOO
RBCGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reynolds Blue Chip Growth Fund (RBCGX) 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.
| RBCGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.01 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.53 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.55 | -0.70 |
Martin ratioReturn relative to average drawdown | 2.46 | 7.31 | -4.85 |
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
| RBCGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.01 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.71 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.79 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between RBCGX 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
RBCGX vs. VOO - Dividend Comparison
RBCGX's dividend yield for the trailing twelve months is around 17.94%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBCGX Reynolds Blue Chip Growth Fund | 17.94% | 16.69% | 7.84% | 0.00% | 6.27% | 7.33% | 9.93% | 4.67% | 21.03% | 8.16% | 9.06% | 6.53% |
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
RBCGX vs. VOO - Drawdown Comparison
The maximum RBCGX drawdown since its inception was -77.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RBCGX and VOO.
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Drawdown Indicators
| RBCGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.12% | -33.99% | -43.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -11.98% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -45.47% | -24.52% | -20.95% |
Max Drawdown (10Y)Largest decline over 10 years | -45.47% | -33.99% | -11.48% |
Current DrawdownCurrent decline from peak | -12.64% | -5.55% | -7.09% |
Average DrawdownAverage peak-to-trough decline | -24.49% | -3.72% | -20.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.07% | 2.55% | +2.52% |
Volatility
RBCGX vs. VOO - Volatility Comparison
The current volatility for Reynolds Blue Chip Growth Fund (RBCGX) is 4.20%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that RBCGX 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
| RBCGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 5.34% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 9.47% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.15% | 18.11% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 16.82% | +3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.50% | 17.99% | +2.51% |