^SP500TR vs. VOO
Compare and contrast key facts about S&P 500 Total Return (^SP500TR) 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: ^SP500TR or VOO.
Key characteristics
| ^SP500TR | VOO | |
|---|---|---|
| YTD Return | 19.30% | 19.06% |
| 1Y Return | 28.44% | 26.65% |
| 3Y Return (Ann) | 9.72% | 9.85% |
| 5Y Return (Ann) | 15.27% | 15.18% |
| 10Y Return (Ann) | 12.93% | 12.95% |
| Sharpe Ratio | 2.11 | 2.18 |
| Daily Std Dev | 12.72% | 12.72% |
| Max Drawdown | -55.25% | -33.99% |
| Current Drawdown | -0.35% | -0.48% |
Correlation
The correlation between ^SP500TR and VOO is 1.00, 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
^SP500TR vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with ^SP500TR having a 19.30% return and VOO slightly lower at 19.06%. Both investments have delivered pretty close results over the past 10 years, with ^SP500TR having a 12.93% annualized return and VOO not far ahead at 12.95%. 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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Risk-Adjusted Performance
^SP500TR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 500 Total Return (^SP500TR) 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
^SP500TR vs. VOO - Drawdown Comparison
The maximum ^SP500TR drawdown since its inception was -55.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ^SP500TR and VOO. For additional features, visit the drawdowns tool.
Volatility
^SP500TR vs. VOO - Volatility Comparison
S&P 500 Total Return (^SP500TR) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.09% and 3.93%, 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.