RGOIX vs. VOO
Compare and contrast key facts about RBC Global Opportunities Fund (RGOIX) and Vanguard S&P 500 ETF (VOO).
RGOIX is managed by RBC Global Asset Management.. It was launched on Dec 2, 2014. 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: RGOIX or VOO.
Correlation
The correlation between RGOIX and VOO is 0.92, 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
RGOIX vs. VOO - Performance Comparison
Key characteristics
RGOIX:
1.23
VOO:
1.89
RGOIX:
1.75
VOO:
2.54
RGOIX:
1.22
VOO:
1.35
RGOIX:
0.81
VOO:
2.83
RGOIX:
6.81
VOO:
11.83
RGOIX:
2.22%
VOO:
2.02%
RGOIX:
12.30%
VOO:
12.66%
RGOIX:
-34.61%
VOO:
-33.99%
RGOIX:
-5.29%
VOO:
-0.42%
Returns By Period
In the year-to-date period, RGOIX achieves a 3.04% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, RGOIX has underperformed VOO with an annualized return of 8.09%, while VOO has yielded a comparatively higher 13.26% annualized return.
RGOIX
3.04%
0.19%
6.06%
14.91%
6.90%
8.09%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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RGOIX vs. VOO - Expense Ratio Comparison
RGOIX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RGOIX vs. VOO — Risk-Adjusted Performance Rank
RGOIX
VOO
RGOIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Global Opportunities Fund (RGOIX) 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
RGOIX vs. VOO - Dividend Comparison
RGOIX's dividend yield for the trailing twelve months is around 0.63%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | 0.63% | 0.65% | 0.75% | 0.27% | 0.35% | 0.24% | 1.01% | 0.16% | 0.60% | 0.76% | 1.21% | 0.03% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RGOIX vs. VOO - Drawdown Comparison
The maximum RGOIX drawdown since its inception was -34.61%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RGOIX and VOO. For additional features, visit the drawdowns tool.
Volatility
RGOIX vs. VOO - Volatility Comparison
RBC Global Opportunities Fund (RGOIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.03% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.