SOVF vs. VO
Compare and contrast key facts about Sovereign's Capital Flourish Fund (SOVF) and Vanguard Mid-Cap ETF (VO).
SOVF and VO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SOVF is an actively managed fund by Sovereign's. It was launched on Oct 2, 2023. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOVF or VO.
Correlation
The correlation between SOVF and VO 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.
Performance
SOVF vs. VO - Performance Comparison
Key characteristics
SOVF:
-0.01
VO:
0.27
SOVF:
0.13
VO:
0.49
SOVF:
1.02
VO:
1.07
SOVF:
-0.01
VO:
0.25
SOVF:
-0.04
VO:
1.04
SOVF:
5.67%
VO:
4.49%
SOVF:
19.82%
VO:
17.62%
SOVF:
-21.74%
VO:
-58.88%
SOVF:
-17.18%
VO:
-12.74%
Returns By Period
In the year-to-date period, SOVF achieves a -9.98% return, which is significantly lower than VO's -6.35% return.
SOVF
-9.98%
-8.74%
-10.07%
-0.03%
N/A
N/A
VO
-6.35%
-3.86%
-7.29%
5.90%
13.53%
8.41%
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SOVF vs. VO - Expense Ratio Comparison
SOVF has a 0.75% expense ratio, which is higher than VO's 0.04% expense ratio.
Risk-Adjusted Performance
SOVF vs. VO — Risk-Adjusted Performance Rank
SOVF
VO
SOVF vs. VO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sovereign's Capital Flourish Fund (SOVF) and Vanguard Mid-Cap ETF (VO). 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
SOVF vs. VO - Dividend Comparison
SOVF's dividend yield for the trailing twelve months is around 0.34%, less than VO's 1.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOVF Sovereign's Capital Flourish Fund | 0.34% | 0.30% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VO Vanguard Mid-Cap ETF | 1.68% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
SOVF vs. VO - Drawdown Comparison
The maximum SOVF drawdown since its inception was -21.74%, smaller than the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for SOVF and VO. For additional features, visit the drawdowns tool.
Volatility
SOVF vs. VO - Volatility Comparison
Sovereign's Capital Flourish Fund (SOVF) has a higher volatility of 12.98% compared to Vanguard Mid-Cap ETF (VO) at 12.36%. This indicates that SOVF's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.