Correlation
The correlation between VVPSX and VOO is 0.78, 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.
VVPSX vs. VOO
Compare and contrast key facts about Vulcan Value Partners Small Cap Fund (VVPSX) and Vanguard S&P 500 ETF (VOO).
VVPSX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009. 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: VVPSX or VOO.
Performance
VVPSX vs. VOO - Performance Comparison
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Key characteristics
VVPSX:
-0.13
VOO:
0.74
VVPSX:
-0.11
VOO:
1.04
VVPSX:
0.99
VOO:
1.15
VVPSX:
-0.07
VOO:
0.68
VVPSX:
-0.37
VOO:
2.58
VVPSX:
9.08%
VOO:
4.93%
VVPSX:
19.61%
VOO:
19.54%
VVPSX:
-55.43%
VOO:
-33.99%
VVPSX:
-41.64%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VVPSX achieves a -0.34% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, VVPSX has underperformed VOO with an annualized return of 2.39%, while VOO has yielded a comparatively higher 12.81% annualized return.
VVPSX
-0.34%
5.18%
-6.15%
-3.25%
-2.92%
6.44%
2.39%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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VVPSX vs. VOO - Expense Ratio Comparison
VVPSX has a 1.25% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VVPSX vs. VOO — Risk-Adjusted Performance Rank
VVPSX
VOO
VVPSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Small Cap Fund (VVPSX) 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
VVPSX vs. VOO - Dividend Comparison
VVPSX's dividend yield for the trailing twelve months is around 1.17%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVPSX Vulcan Value Partners Small Cap Fund | 1.17% | 1.17% | 0.35% | 14.09% | 22.85% | 0.09% | 4.60% | 18.92% | 6.38% | 0.32% | 6.84% | 11.20% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VVPSX vs. VOO - Drawdown Comparison
The maximum VVPSX drawdown since its inception was -55.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VVPSX and VOO.
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Volatility
VVPSX vs. VOO - Volatility Comparison
Vulcan Value Partners Small Cap Fund (VVPSX) has a higher volatility of 5.62% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that VVPSX'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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