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.
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
Key characteristics
YOVIX:
0.51
VOO:
1.88
YOVIX:
0.82
VOO:
2.53
YOVIX:
1.10
VOO:
1.35
YOVIX:
0.33
VOO:
2.81
YOVIX:
2.00
VOO:
11.78
YOVIX:
4.90%
VOO:
2.02%
YOVIX:
18.93%
VOO:
12.67%
YOVIX:
-43.23%
VOO:
-33.99%
YOVIX:
-17.28%
VOO:
0.00%
Returns By Period
In the year-to-date period, YOVIX achieves a 8.07% return, which is significantly higher than VOO's 4.61% return.
YOVIX
8.07%
2.39%
9.03%
14.11%
6.35%
N/A
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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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 Rank
YOVIX
VOO
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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YOVIX Yorktown Small-Cap Fund | 0.00% | 0.00% | 0.23% | 0.00% | 0.00% | 0.07% | 0.00% | 0.23% | 0.00% | 0.27% | 0.00% | 0.00% |
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
YOVIX vs. VOO - Drawdown Comparison
The maximum YOVIX drawdown since its inception was -43.23%, 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 4.64% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. 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.