SAIFX vs. VTV
Compare and contrast key facts about ClearBridge Large Cap Value Fund (SAIFX) and Vanguard Value ETF (VTV).
SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAIFX or VTV.
Correlation
The correlation between SAIFX and VTV 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.
Performance
SAIFX vs. VTV - Performance Comparison
Key characteristics
SAIFX:
0.20
VTV:
1.88
SAIFX:
0.33
VTV:
2.65
SAIFX:
1.06
VTV:
1.33
SAIFX:
0.17
VTV:
2.69
SAIFX:
0.55
VTV:
8.29
SAIFX:
5.14%
VTV:
2.42%
SAIFX:
13.75%
VTV:
10.68%
SAIFX:
-56.29%
VTV:
-59.27%
SAIFX:
-11.72%
VTV:
-1.69%
Returns By Period
The year-to-date returns for both investments are quite close, with SAIFX having a 4.87% return and VTV slightly higher at 5.00%. Over the past 10 years, SAIFX has underperformed VTV with an annualized return of 5.69%, while VTV has yielded a comparatively higher 10.85% annualized return.
SAIFX
4.87%
4.87%
-3.27%
3.72%
6.07%
5.69%
VTV
5.00%
5.00%
8.14%
20.71%
11.63%
10.85%
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SAIFX vs. VTV - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
SAIFX vs. VTV — Risk-Adjusted Performance Rank
SAIFX
VTV
SAIFX vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) and Vanguard Value ETF (VTV). 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. VTV - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 1.44%, less than VTV's 2.20% 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% |
VTV Vanguard Value ETF | 2.20% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
SAIFX vs. VTV - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -56.29%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for SAIFX and VTV. For additional features, visit the drawdowns tool.
Volatility
SAIFX vs. VTV - Volatility Comparison
ClearBridge Large Cap Value Fund (SAIFX) and Vanguard Value ETF (VTV) have volatilities of 3.33% and 3.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.