^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:
1.76
VOO:
1.76
^OEX:
2.36
VOO:
2.37
^OEX:
1.32
VOO:
1.32
^OEX:
2.53
VOO:
2.66
^OEX:
10.64
VOO:
11.10
^OEX:
2.35%
VOO:
2.02%
^OEX:
14.18%
VOO:
12.79%
^OEX:
-61.31%
VOO:
-33.99%
^OEX:
-2.08%
VOO:
-2.11%
Returns By Period
In the year-to-date period, ^OEX achieves a 1.75% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, ^OEX has underperformed VOO with an annualized return of 12.26%, while VOO has yielded a comparatively higher 13.07% annualized return.
^OEX
1.75%
-1.35%
8.34%
21.84%
16.12%
12.26%
VOO
2.40%
-1.30%
7.47%
19.76%
15.79%
13.07%
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Risk-Adjusted Performance
^OEX vs. VOO — Risk-Adjusted Performance Rank
^OEX
VOO
^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) has a higher volatility of 3.82% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that ^OEX'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.