^OEX vs. VOO
Compare and contrast key facts about S&P 100 Index (^OEX) and Vanguard S&P 500 ETF (VOO).
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: ^OEX or VOO.
Correlation
The correlation between ^OEX and VOO is 0.98, 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
^OEX vs. VOO - Performance Comparison
Key characteristics
^OEX:
2.35
VOO:
2.25
^OEX:
3.07
VOO:
2.98
^OEX:
1.44
VOO:
1.42
^OEX:
3.25
VOO:
3.31
^OEX:
14.30
VOO:
14.77
^OEX:
2.24%
VOO:
1.90%
^OEX:
13.66%
VOO:
12.46%
^OEX:
-61.31%
VOO:
-33.99%
^OEX:
-2.08%
VOO:
-2.47%
Returns By Period
In the year-to-date period, ^OEX achieves a 30.39% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, ^OEX has underperformed VOO with an annualized return of 12.26%, while VOO has yielded a comparatively higher 13.08% annualized return.
^OEX
30.39%
1.96%
10.34%
30.81%
15.26%
12.26%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
^OEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 100 Index (^OEX) 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.
Drawdowns
^OEX vs. VOO - Drawdown Comparison
The maximum ^OEX drawdown since its inception was -61.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ^OEX and VOO. For additional features, visit the drawdowns tool.
Volatility
^OEX vs. VOO - Volatility Comparison
S&P 100 Index (^OEX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.88% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.