ZEOIX vs. VUAA.L
Compare and contrast key facts about Zeo Short Duration Income Fund (ZEOIX) and Vanguard S&P 500 UCITS ETF (VUAA.L).
ZEOIX is managed by Zeo. It was launched on May 31, 2011. VUAA.L is a passively managed fund by Vanguard Group (Ireland) Limited that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZEOIX or VUAA.L.
Key characteristics
| ZEOIX | VUAA.L |
|---|
Correlation
The correlation between ZEOIX and VUAA.L is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ZEOIX vs. VUAA.L - Performance Comparison
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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ZEOIX vs. VUAA.L - Expense Ratio Comparison
ZEOIX has a 0.85% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.
Risk-Adjusted Performance
ZEOIX vs. VUAA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zeo Short Duration Income Fund (ZEOIX) and Vanguard S&P 500 UCITS ETF (VUAA.L). 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
ZEOIX vs. VUAA.L - Dividend Comparison
Neither ZEOIX nor VUAA.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZEOIX Zeo Short Duration Income Fund | 1.58% | 6.88% | 6.45% | 4.16% | 4.49% | 3.73% | 3.11% | 2.30% | 3.00% | 3.25% | 3.64% | 3.85% |
VUAA.L Vanguard S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ZEOIX vs. VUAA.L - Drawdown Comparison
Volatility
ZEOIX vs. VUAA.L - Volatility Comparison
The current volatility for Zeo Short Duration Income Fund (ZEOIX) is 0.00%, while Vanguard S&P 500 UCITS ETF (VUAA.L) has a volatility of 4.02%. This indicates that ZEOIX experiences smaller price fluctuations and is considered to be less risky than VUAA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.