YOVIX vs. VOO
Compare and contrast key facts about Yorktown Small-Cap Fund (YOVIX) and Vanguard S&P 500 ETF (VOO).
YOVIX is managed by Yorktown Funds. It was launched on May 9, 2016. 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: YOVIX or VOO.
Key characteristics
| YOVIX | VOO | |
|---|---|---|
| YTD Return | 5.28% | 11.61% |
| 1Y Return | 18.50% | 29.33% |
| 3Y Return (Ann) | 1.17% | 10.04% |
| 5Y Return (Ann) | 8.98% | 15.01% |
| Sharpe Ratio | 1.16 | 2.66 |
| Daily Std Dev | 17.90% | 11.60% |
| Max Drawdown | -42.08% | -33.99% |
| Current Drawdown | -14.14% | -0.19% |
Correlation
The correlation between YOVIX and VOO is 0.80, 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
YOVIX vs. VOO - Performance Comparison
In the year-to-date period, YOVIX achieves a 5.28% return, which is significantly lower than VOO's 11.61% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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YOVIX vs. VOO - Expense Ratio Comparison
YOVIX has a 1.38% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
YOVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Small-Cap Fund (YOVIX) 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
YOVIX vs. VOO - Dividend Comparison
YOVIX's dividend yield for the trailing twelve months is around 0.22%, less than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YOVIX Yorktown Small-Cap Fund | 0.22% | 0.24% | 8.03% | 4.61% | 0.07% | 1.26% | 1.01% | 17.08% | 0.27% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
YOVIX vs. VOO - Drawdown Comparison
The maximum YOVIX drawdown since its inception was -42.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for YOVIX and VOO. For additional features, visit the drawdowns tool.
Volatility
YOVIX vs. VOO - Volatility Comparison
Yorktown Small-Cap Fund (YOVIX) has a higher volatility of 5.86% compared to Vanguard S&P 500 ETF (VOO) at 3.41%. This indicates that YOVIX'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.