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:
1.07
VOO:
1.76
VHCAX:
1.52
VOO:
2.37
VHCAX:
1.20
VOO:
1.32
VHCAX:
0.97
VOO:
2.66
VHCAX:
4.88
VOO:
11.10
VHCAX:
3.20%
VOO:
2.02%
VHCAX:
14.63%
VOO:
12.79%
VHCAX:
-61.09%
VOO:
-33.99%
VHCAX:
-1.83%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VHCAX achieves a 4.73% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, VHCAX has underperformed VOO with an annualized return of 6.00%, while VOO has yielded a comparatively higher 13.03% annualized return.
VHCAX
4.73%
-0.63%
5.43%
13.56%
6.11%
6.00%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 Rank
VHCAX
VOO
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 0.74%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 0.74% | 0.77% | 0.76% | 0.88% | 0.45% | 0.52% | 0.81% | 0.94% | 0.67% | 0.77% | 0.67% | 0.67% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 3.63% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. 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.