^SP400 vs. VOO
Compare and contrast key facts about S&P 400 (^SP400) 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: ^SP400 or VOO.
Correlation
The correlation between ^SP400 and VOO is 0.88, 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
^SP400 vs. VOO - Performance Comparison
Key characteristics
^SP400:
0.88
VOO:
2.25
^SP400:
1.31
VOO:
2.98
^SP400:
1.16
VOO:
1.42
^SP400:
1.66
VOO:
3.31
^SP400:
4.58
VOO:
14.77
^SP400:
3.05%
VOO:
1.90%
^SP400:
15.91%
VOO:
12.46%
^SP400:
-56.32%
VOO:
-33.99%
^SP400:
-7.85%
VOO:
-2.47%
Returns By Period
In the year-to-date period, ^SP400 achieves a 12.32% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, ^SP400 has underperformed VOO with an annualized return of 7.92%, while VOO has yielded a comparatively higher 13.08% annualized return.
^SP400
12.32%
-3.37%
6.56%
12.46%
8.64%
7.92%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
^SP400 vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 400 (^SP400) 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
^SP400 vs. VOO - Drawdown Comparison
The maximum ^SP400 drawdown since its inception was -56.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ^SP400 and VOO. For additional features, visit the drawdowns tool.
Volatility
^SP400 vs. VOO - Volatility Comparison
S&P 400 (^SP400) has a higher volatility of 5.33% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that ^SP400'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.