SABPX vs. VOO
Compare and contrast key facts about Principal Strategic Asset Management Balanced Portfolio (SABPX) and Vanguard S&P 500 ETF (VOO).
SABPX is managed by Blackrock. It was launched on Jul 24, 1996. 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: SABPX or VOO.
Correlation
The correlation between SABPX and VOO is 0.94, 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
SABPX vs. VOO - Performance Comparison
Key characteristics
SABPX:
1.01
VOO:
1.83
SABPX:
1.30
VOO:
2.46
SABPX:
1.21
VOO:
1.33
SABPX:
0.62
VOO:
2.77
SABPX:
3.45
VOO:
11.56
SABPX:
2.79%
VOO:
2.02%
SABPX:
9.48%
VOO:
12.72%
SABPX:
-48.49%
VOO:
-33.99%
SABPX:
-7.78%
VOO:
-0.01%
Returns By Period
In the year-to-date period, SABPX achieves a 3.48% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, SABPX has underperformed VOO with an annualized return of 1.98%, while VOO has yielded a comparatively higher 13.32% annualized return.
SABPX
3.48%
4.12%
1.02%
8.76%
2.23%
1.98%
VOO
4.06%
4.75%
10.98%
23.95%
14.37%
13.32%
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SABPX vs. VOO - Expense Ratio Comparison
SABPX has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SABPX vs. VOO — Risk-Adjusted Performance Rank
SABPX
VOO
SABPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Strategic Asset Management Balanced Portfolio (SABPX) 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
SABPX vs. VOO - Dividend Comparison
SABPX's dividend yield for the trailing twelve months is around 1.80%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SABPX Principal Strategic Asset Management Balanced Portfolio | 1.80% | 1.86% | 1.64% | 1.74% | 1.40% | 1.49% | 1.75% | 2.15% | 1.85% | 1.58% | 1.45% | 1.99% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SABPX vs. VOO - Drawdown Comparison
The maximum SABPX drawdown since its inception was -48.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SABPX and VOO. For additional features, visit the drawdowns tool.
Volatility
SABPX vs. VOO - Volatility Comparison
The current volatility for Principal Strategic Asset Management Balanced Portfolio (SABPX) is 2.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.55%. This indicates that SABPX 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.