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.
Performance
RGOIX vs. VOO - Performance Comparison
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RGOIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | -4.73% | 17.25% | 17.10% | 9.82% | -23.66% | 16.82% | 26.94% | 31.55% | -6.89% | 34.27% |
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, RGOIX achieves a -4.73% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, RGOIX has underperformed VOO with an annualized return of 10.76%, while VOO has yielded a comparatively higher 14.14% annualized return.
RGOIX
- 1D
- 2.87%
- 1M
- -6.01%
- YTD
- -4.73%
- 6M
- -3.29%
- 1Y
- 14.75%
- 3Y*
- 11.59%
- 5Y*
- 4.59%
- 10Y*
- 10.76%
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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RGOIX vs. VOO - Expense Ratio Comparison
RGOIX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
RGOIX vs. VOO — Risk / Return Rank
RGOIX
VOO
RGOIX vs. VOO - Risk-Adjusted Trends 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.
| RGOIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.01 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.53 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.55 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.31 | -1.79 |
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
| RGOIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.01 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.71 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.79 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.83 | -0.27 |
Correlation
The correlation between RGOIX and VOO is 0.91, 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
RGOIX vs. VOO - Dividend Comparison
RGOIX's dividend yield for the trailing twelve months is around 0.74%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | 0.74% | 0.70% | 0.65% | 0.75% | 0.27% | 4.61% | 2.28% | 2.76% | 3.77% | 3.79% | 0.75% | 1.21% |
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
RGOIX vs. VOO - Drawdown Comparison
The maximum RGOIX drawdown since its inception was -33.40%, 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.
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Drawdown Indicators
| RGOIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -33.99% | +0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -11.98% | +1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -24.52% | -7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -33.99% | +0.59% |
Current DrawdownCurrent decline from peak | -7.08% | -5.55% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -3.72% | -3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.55% | -0.06% |
Volatility
RGOIX vs. VOO - Volatility Comparison
RBC Global Opportunities Fund (RGOIX) has a higher volatility of 5.76% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that RGOIX'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.
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Volatility by Period
| RGOIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 5.34% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 9.47% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.14% | 18.11% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.61% | 16.82% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.60% | 17.99% | -0.39% |