UMBMX vs. VOO
Compare and contrast key facts about Carillon Scout Mid Cap Fund (UMBMX) and Vanguard S&P 500 ETF (VOO).
UMBMX is managed by Carillon Family of Funds. It was launched on Oct 31, 2006. 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: UMBMX or VOO.
Correlation
The correlation between UMBMX 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.
Performance
UMBMX vs. VOO - Performance Comparison
Key characteristics
UMBMX:
-0.35
VOO:
0.32
UMBMX:
-0.29
VOO:
0.57
UMBMX:
0.95
VOO:
1.08
UMBMX:
-0.27
VOO:
0.32
UMBMX:
-0.77
VOO:
1.42
UMBMX:
10.65%
VOO:
4.19%
UMBMX:
23.56%
VOO:
18.73%
UMBMX:
-53.84%
VOO:
-33.99%
UMBMX:
-24.97%
VOO:
-13.85%
Returns By Period
In the year-to-date period, UMBMX achieves a -7.64% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, UMBMX has underperformed VOO with an annualized return of 3.15%, while VOO has yielded a comparatively higher 11.66% annualized return.
UMBMX
-7.64%
-6.06%
-19.29%
-7.22%
6.92%
3.15%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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UMBMX vs. VOO - Expense Ratio Comparison
UMBMX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
UMBMX vs. VOO — Risk-Adjusted Performance Rank
UMBMX
VOO
UMBMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Scout Mid Cap Fund (UMBMX) 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
UMBMX vs. VOO - Dividend Comparison
UMBMX's dividend yield for the trailing twelve months is around 0.57%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMBMX Carillon Scout Mid Cap Fund | 0.57% | 0.53% | 0.17% | 1.14% | 0.08% | 0.20% | 0.67% | 0.55% | 0.28% | 0.58% | 0.90% | 0.10% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UMBMX vs. VOO - Drawdown Comparison
The maximum UMBMX drawdown since its inception was -53.84%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UMBMX and VOO. For additional features, visit the drawdowns tool.
Volatility
UMBMX vs. VOO - Volatility Comparison
The current volatility for Carillon Scout Mid Cap Fund (UMBMX) is 12.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that UMBMX 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.