YCGEX vs. VOO
Compare and contrast key facts about YCG Enhanced Fund (YCGEX) and Vanguard S&P 500 ETF (VOO).
YCGEX is managed by YCG FUNDS. It was launched on Dec 28, 2012. 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: YCGEX or VOO.
Correlation
The correlation between YCGEX 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
YCGEX vs. VOO - Performance Comparison
Key characteristics
YCGEX:
0.76
VOO:
1.89
YCGEX:
1.03
VOO:
2.54
YCGEX:
1.15
VOO:
1.35
YCGEX:
0.91
VOO:
2.83
YCGEX:
2.80
VOO:
11.83
YCGEX:
3.11%
VOO:
2.02%
YCGEX:
11.41%
VOO:
12.66%
YCGEX:
-36.86%
VOO:
-33.99%
YCGEX:
-3.58%
VOO:
-0.42%
Returns By Period
In the year-to-date period, YCGEX achieves a 4.68% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, YCGEX has underperformed VOO with an annualized return of 9.22%, while VOO has yielded a comparatively higher 13.26% annualized return.
YCGEX
4.68%
2.50%
2.16%
8.74%
7.90%
9.22%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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YCGEX vs. VOO - Expense Ratio Comparison
YCGEX has a 1.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
YCGEX vs. VOO — Risk-Adjusted Performance Rank
YCGEX
VOO
YCGEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YCG Enhanced Fund (YCGEX) 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
YCGEX vs. VOO - Dividend Comparison
YCGEX's dividend yield for the trailing twelve months is around 0.05%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YCGEX YCG Enhanced Fund | 0.05% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.39% | 0.42% | 0.57% | 0.42% | 0.45% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
YCGEX vs. VOO - Drawdown Comparison
The maximum YCGEX drawdown since its inception was -36.86%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for YCGEX and VOO. For additional features, visit the drawdowns tool.
Volatility
YCGEX vs. VOO - Volatility Comparison
The current volatility for YCG Enhanced Fund (YCGEX) is 2.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that YCGEX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.