SAAAX vs. VOO
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Accumulation Fund (SAAAX) and Vanguard S&P 500 ETF (VOO).
SAAAX is managed by Blackrock. It was launched on Apr 8, 2012. 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: SAAAX or VOO.
Correlation
The correlation between SAAAX and VOO is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SAAAX vs. VOO - Performance Comparison
Key characteristics
SAAAX:
1.19
VOO:
1.76
SAAAX:
1.69
VOO:
2.37
SAAAX:
1.21
VOO:
1.32
SAAAX:
0.43
VOO:
2.66
SAAAX:
3.95
VOO:
11.10
SAAAX:
2.55%
VOO:
2.02%
SAAAX:
8.47%
VOO:
12.79%
SAAAX:
-30.11%
VOO:
-33.99%
SAAAX:
-15.69%
VOO:
-2.11%
Returns By Period
In the year-to-date period, SAAAX achieves a 4.65% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, SAAAX has underperformed VOO with an annualized return of -0.91%, while VOO has yielded a comparatively higher 13.03% annualized return.
SAAAX
4.65%
2.06%
1.51%
9.42%
-1.79%
-0.91%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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SAAAX vs. VOO - Expense Ratio Comparison
SAAAX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SAAAX vs. VOO — Risk-Adjusted Performance Rank
SAAAX
VOO
SAAAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Multi-Asset Accumulation Fund (SAAAX) 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.
Dividends
SAAAX vs. VOO - Dividend Comparison
SAAAX's dividend yield for the trailing twelve months is around 2.12%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAAAX SEI Institutional Managed Trust Multi-Asset Accumulation Fund | 2.12% | 2.21% | 2.00% | 10.43% | 6.84% | 0.00% | 1.33% | 3.02% | 0.00% | 0.80% | 0.00% | 1.12% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SAAAX vs. VOO - Drawdown Comparison
The maximum SAAAX drawdown since its inception was -30.11%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAAAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SAAAX vs. VOO - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Accumulation Fund (SAAAX) is 2.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that SAAAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.