VHCOX vs. VOO
Compare and contrast key facts about Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Vanguard S&P 500 ETF (VOO).
VHCOX is managed by Vanguard. It was launched on Aug 14, 1995. 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: VHCOX or VOO.
Correlation
The correlation between VHCOX 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
VHCOX vs. VOO - Performance Comparison
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Key characteristics
VHCOX:
0.25
VOO:
0.70
VHCOX:
0.51
VOO:
1.15
VHCOX:
1.07
VOO:
1.17
VHCOX:
0.26
VOO:
0.76
VHCOX:
0.94
VOO:
2.93
VHCOX:
5.97%
VOO:
4.86%
VHCOX:
21.86%
VOO:
19.43%
VHCOX:
-54.30%
VOO:
-33.99%
VHCOX:
-6.52%
VOO:
-4.59%
Returns By Period
In the year-to-date period, VHCOX achieves a -0.29% return, which is significantly lower than VOO's -0.19% return. Over the past 10 years, VHCOX has underperformed VOO with an annualized return of 11.49%, while VOO has yielded a comparatively higher 12.67% annualized return.
VHCOX
-0.29%
12.16%
-4.44%
5.43%
15.49%
11.49%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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VHCOX vs. VOO - Expense Ratio Comparison
VHCOX has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VHCOX vs. VOO — Risk-Adjusted Performance Rank
VHCOX
VOO
VHCOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) 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.
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Dividends
VHCOX vs. VOO - Dividend Comparison
VHCOX's dividend yield for the trailing twelve months is around 8.18%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 8.18% | 8.16% | 2.33% | 9.26% | 10.44% | 9.10% | 6.41% | 12.11% | 4.55% | 5.66% | 5.30% | 4.14% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VHCOX vs. VOO - Drawdown Comparison
The maximum VHCOX drawdown since its inception was -54.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VHCOX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VHCOX vs. VOO - Volatility Comparison
Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a higher volatility of 7.07% compared to Vanguard S&P 500 ETF (VOO) at 6.36%. This indicates that VHCOX'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.
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