XCOR vs. VOO
Compare and contrast key facts about Fundx ETF (XCOR) and Vanguard S&P 500 ETF (VOO).
XCOR and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCOR is an actively managed fund by FundX. It was launched on Nov 1, 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: XCOR or VOO.
Correlation
The correlation between XCOR and VOO is 0.92, 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
XCOR vs. VOO - Performance Comparison
Key characteristics
XCOR:
1.40
VOO:
1.76
XCOR:
1.90
VOO:
2.37
XCOR:
1.26
VOO:
1.32
XCOR:
1.85
VOO:
2.66
XCOR:
6.95
VOO:
11.10
XCOR:
3.46%
VOO:
2.02%
XCOR:
17.19%
VOO:
12.79%
XCOR:
-13.00%
VOO:
-33.99%
XCOR:
-2.94%
VOO:
-2.11%
Returns By Period
In the year-to-date period, XCOR achieves a 1.39% return, which is significantly lower than VOO's 2.40% return.
XCOR
1.39%
-2.43%
8.77%
20.49%
N/A
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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XCOR vs. VOO - Expense Ratio Comparison
XCOR has a 1.27% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
XCOR vs. VOO — Risk-Adjusted Performance Rank
XCOR
VOO
XCOR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundx ETF (XCOR) 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
XCOR vs. VOO - Dividend Comparison
XCOR has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCOR Fundx ETF | 0.00% | 0.00% | 0.95% | 2.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
XCOR vs. VOO - Drawdown Comparison
The maximum XCOR drawdown since its inception was -13.00%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XCOR and VOO. For additional features, visit the drawdowns tool.
Volatility
XCOR vs. VOO - Volatility Comparison
Fundx ETF (XCOR) has a higher volatility of 5.13% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that XCOR'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.