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 0.90, 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
VHCOX vs. VOO - Performance Comparison
Key characteristics
VHCOX:
0.50
VOO:
2.25
VHCOX:
0.70
VOO:
2.98
VHCOX:
1.12
VOO:
1.42
VHCOX:
0.45
VOO:
3.31
VHCOX:
2.61
VOO:
14.77
VHCOX:
3.33%
VOO:
1.90%
VHCOX:
17.49%
VOO:
12.46%
VHCOX:
-61.19%
VOO:
-33.99%
VHCOX:
-12.85%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VHCOX achieves a 6.10% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VHCOX has underperformed VOO with an annualized return of 5.07%, while VOO has yielded a comparatively higher 13.08% annualized return.
VHCOX
6.10%
-8.12%
-5.31%
6.72%
4.09%
5.07%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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.
Dividends
VHCOX vs. VOO - Dividend Comparison
VHCOX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 0.00% | 0.70% | 0.80% | 0.35% | 0.43% | 0.73% | 0.83% | 0.68% | 0.69% | 0.58% | 0.58% | 0.16% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VHCOX vs. VOO - Drawdown Comparison
The maximum VHCOX drawdown since its inception was -61.19%, 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.
Volatility
VHCOX vs. VOO - Volatility Comparison
Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a higher volatility of 11.25% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.