VHCAX vs. VOO
Compare and contrast key facts about Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and Vanguard S&P 500 ETF (VOO).
VHCAX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VHCAX or VOO.
Correlation
The correlation between VHCAX 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
VHCAX vs. VOO - Performance Comparison
Key characteristics
VHCAX:
1.16
VOO:
2.22
VHCAX:
1.64
VOO:
2.95
VHCAX:
1.21
VOO:
1.42
VHCAX:
0.87
VOO:
3.27
VHCAX:
5.38
VOO:
14.57
VHCAX:
3.12%
VOO:
1.90%
VHCAX:
14.47%
VOO:
12.47%
VHCAX:
-61.09%
VOO:
-33.99%
VHCAX:
-4.77%
VOO:
-1.77%
Returns By Period
In the year-to-date period, VHCAX achieves a 15.79% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, VHCAX has underperformed VOO with an annualized return of 6.00%, while VOO has yielded a comparatively higher 13.12% annualized return.
VHCAX
15.79%
-0.39%
3.28%
16.47%
6.00%
6.00%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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VHCAX vs. VOO - Expense Ratio Comparison
VHCAX has a 0.36% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VHCAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) 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
VHCAX vs. VOO - Dividend Comparison
VHCAX's dividend yield for the trailing twelve months is around 8.12%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 8.12% | 0.76% | 0.88% | 0.45% | 0.52% | 0.81% | 0.94% | 0.67% | 0.77% | 0.67% | 0.67% | 0.24% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VHCAX vs. VOO - Drawdown Comparison
The maximum VHCAX drawdown since its inception was -61.09%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VHCAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VHCAX vs. VOO - Volatility Comparison
Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) has a higher volatility of 4.29% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. This indicates that VHCAX'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.