SAGPX vs. VOO
Compare and contrast key facts about Principal Strategic Asset Management Conservative Growth Portfolio (SAGPX) and Vanguard S&P 500 ETF (VOO).
SAGPX 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: SAGPX or VOO.
Correlation
The correlation between SAGPX and VOO is 0.95, 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
SAGPX vs. VOO - Performance Comparison
Key characteristics
SAGPX:
0.98
VOO:
1.98
SAGPX:
1.27
VOO:
2.65
SAGPX:
1.20
VOO:
1.36
SAGPX:
0.68
VOO:
2.98
SAGPX:
3.41
VOO:
12.44
SAGPX:
3.27%
VOO:
2.02%
SAGPX:
11.38%
VOO:
12.69%
SAGPX:
-57.43%
VOO:
-33.99%
SAGPX:
-7.73%
VOO:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with SAGPX having a 4.18% return and VOO slightly lower at 4.06%. Over the past 10 years, SAGPX has underperformed VOO with an annualized return of 2.03%, while VOO has yielded a comparatively higher 13.32% annualized return.
SAGPX
4.18%
2.31%
1.29%
9.83%
3.18%
2.03%
VOO
4.06%
2.04%
10.75%
23.75%
14.44%
13.32%
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SAGPX vs. VOO - Expense Ratio Comparison
SAGPX has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SAGPX vs. VOO — Risk-Adjusted Performance Rank
SAGPX
VOO
SAGPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Strategic Asset Management Conservative Growth Portfolio (SAGPX) 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
SAGPX vs. VOO - Dividend Comparison
SAGPX's dividend yield for the trailing twelve months is around 1.29%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGPX Principal Strategic Asset Management Conservative Growth Portfolio | 1.29% | 1.34% | 1.22% | 1.13% | 1.24% | 1.30% | 1.42% | 1.78% | 1.68% | 1.18% | 0.88% | 1.68% |
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
SAGPX vs. VOO - Drawdown Comparison
The maximum SAGPX drawdown since its inception was -57.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAGPX and VOO. For additional features, visit the drawdowns tool.
Volatility
SAGPX vs. VOO - Volatility Comparison
The current volatility for Principal Strategic Asset Management Conservative Growth Portfolio (SAGPX) is 2.34%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that SAGPX 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.