VOLMX vs. VOOG
Compare and contrast key facts about Volumetric Fund (VOLMX) and Vanguard S&P 500 Growth ETF (VOOG).
VOLMX is managed by Volumetric. It was launched on Jan 2, 1979. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: VOLMX or VOOG.
Correlation
The correlation between VOLMX and VOOG is 0.87, 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
VOLMX vs. VOOG - Performance Comparison
Key characteristics
VOLMX:
0.95
VOOG:
2.24
VOLMX:
1.34
VOOG:
2.88
VOLMX:
1.18
VOOG:
1.41
VOLMX:
0.60
VOOG:
3.05
VOLMX:
5.11
VOOG:
12.09
VOLMX:
2.31%
VOOG:
3.24%
VOLMX:
12.43%
VOOG:
17.50%
VOLMX:
-49.43%
VOOG:
-32.73%
VOLMX:
-6.80%
VOOG:
-2.43%
Returns By Period
In the year-to-date period, VOLMX achieves a 13.67% return, which is significantly lower than VOOG's 37.61% return. Over the past 10 years, VOLMX has underperformed VOOG with an annualized return of 2.54%, while VOOG has yielded a comparatively higher 15.20% annualized return.
VOLMX
13.67%
-3.43%
5.43%
10.44%
3.00%
2.54%
VOOG
37.61%
3.33%
11.61%
37.72%
17.40%
15.20%
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VOLMX vs. VOOG - Expense Ratio Comparison
VOLMX has a 1.89% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
VOLMX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Volumetric Fund (VOLMX) and Vanguard S&P 500 Growth ETF (VOOG). 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
VOLMX vs. VOOG - Dividend Comparison
VOLMX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.34%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Volumetric Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 10.48% | 6.56% | 0.00% |
Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
VOLMX vs. VOOG - Drawdown Comparison
The maximum VOLMX drawdown since its inception was -49.43%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VOLMX and VOOG. For additional features, visit the drawdowns tool.
Volatility
VOLMX vs. VOOG - Volatility Comparison
The current volatility for Volumetric Fund (VOLMX) is 4.02%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 4.77%. This indicates that VOLMX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.