Correlation
The correlation between SAGPX and VOO is 0.96, 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.
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.
Performance
SAGPX vs. VOO - Performance Comparison
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Key characteristics
SAGPX:
0.77
VOO:
0.74
SAGPX:
1.04
VOO:
1.04
SAGPX:
1.15
VOO:
1.15
SAGPX:
0.71
VOO:
0.68
SAGPX:
2.96
VOO:
2.58
SAGPX:
3.29%
VOO:
4.93%
SAGPX:
14.27%
VOO:
19.54%
SAGPX:
-49.37%
VOO:
-33.99%
SAGPX:
-1.45%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SAGPX achieves a 2.88% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, SAGPX has underperformed VOO with an annualized return of 7.72%, while VOO has yielded a comparatively higher 12.81% annualized return.
SAGPX
2.88%
4.18%
-0.70%
10.94%
9.64%
10.53%
7.72%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
SAGPX vs. VOO - Dividend Comparison
SAGPX's dividend yield for the trailing twelve months is around 7.06%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGPX Principal Strategic Asset Management Conservative Growth Portfolio | 7.06% | 7.26% | 1.22% | 11.82% | 8.20% | 3.37% | 3.93% | 14.06% | 8.42% | 3.33% | 11.07% | 4.89% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -49.37%, 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.
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Volatility
SAGPX vs. VOO - Volatility Comparison
The current volatility for Principal Strategic Asset Management Conservative Growth Portfolio (SAGPX) is 3.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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