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 0.91, 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.
Performance
VHCAX vs. VOO - Performance Comparison
Key characteristics
VHCAX:
0.19
VOO:
0.57
VHCAX:
0.41
VOO:
0.92
VHCAX:
1.06
VOO:
1.13
VHCAX:
0.19
VOO:
0.58
VHCAX:
0.74
VOO:
2.42
VHCAX:
5.53%
VOO:
4.51%
VHCAX:
21.42%
VOO:
19.17%
VHCAX:
-61.09%
VOO:
-33.99%
VHCAX:
-11.81%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VHCAX achieves a -5.92% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VHCAX has underperformed VOO with an annualized return of 4.86%, while VOO has yielded a comparatively higher 12.02% annualized return.
VHCAX
-5.92%
-6.66%
-6.38%
2.53%
7.96%
4.86%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 0.82%, less than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 0.82% | 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 | 1.39% | 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 15.25% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. 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.