SAIFX vs. VOO
Compare and contrast key facts about ClearBridge Large Cap Value Fund (SAIFX) and Vanguard S&P 500 ETF (VOO).
SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958. 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: SAIFX or VOO.
Correlation
The correlation between SAIFX and VOO is 0.91, 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
SAIFX vs. VOO - Performance Comparison
Key characteristics
SAIFX:
0.20
VOO:
1.93
SAIFX:
0.33
VOO:
2.58
SAIFX:
1.06
VOO:
1.35
SAIFX:
0.17
VOO:
2.94
SAIFX:
0.55
VOO:
12.34
SAIFX:
5.14%
VOO:
2.01%
SAIFX:
13.75%
VOO:
12.90%
SAIFX:
-56.29%
VOO:
-33.99%
SAIFX:
-11.72%
VOO:
-0.78%
Returns By Period
In the year-to-date period, SAIFX achieves a 4.87% return, which is significantly higher than VOO's 3.25% return. Over the past 10 years, SAIFX has underperformed VOO with an annualized return of 5.69%, while VOO has yielded a comparatively higher 13.68% annualized return.
SAIFX
4.87%
4.87%
-3.27%
3.72%
6.07%
5.69%
VOO
3.25%
3.25%
12.18%
26.99%
15.30%
13.68%
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SAIFX vs. VOO - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SAIFX vs. VOO — Risk-Adjusted Performance Rank
SAIFX
VOO
SAIFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) 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
SAIFX vs. VOO - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 1.44%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 1.44% | 1.51% | 1.35% | 1.35% | 1.07% | 1.55% | 1.78% | 1.91% | 1.47% | 1.56% | 2.30% | 1.74% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SAIFX vs. VOO - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -56.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAIFX and VOO. For additional features, visit the drawdowns tool.
Volatility
SAIFX vs. VOO - Volatility Comparison
The current volatility for ClearBridge Large Cap Value Fund (SAIFX) is 3.33%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.09%. This indicates that SAIFX 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.