Correlation
The correlation between SAISX and VOO is 0.73, 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.
SAISX vs. VOO
Compare and contrast key facts about SA International Small Company Fund (SAISX) and Vanguard S&P 500 ETF (VOO).
SAISX is managed by SA Funds. It was launched on Aug 4, 1999. 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: SAISX or VOO.
Performance
SAISX vs. VOO - Performance Comparison
Loading data...
Key characteristics
SAISX:
0.88
VOO:
0.74
SAISX:
1.19
VOO:
1.04
SAISX:
1.17
VOO:
1.15
SAISX:
0.68
VOO:
0.68
SAISX:
2.66
VOO:
2.58
SAISX:
5.04%
VOO:
4.93%
SAISX:
16.06%
VOO:
19.54%
SAISX:
-61.36%
VOO:
-33.99%
SAISX:
-0.75%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SAISX achieves a 17.35% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, SAISX has underperformed VOO with an annualized return of 2.96%, while VOO has yielded a comparatively higher 12.81% annualized return.
SAISX
17.35%
6.00%
12.91%
13.93%
6.96%
8.84%
2.96%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SAISX vs. VOO - Expense Ratio Comparison
SAISX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SAISX vs. VOO — Risk-Adjusted Performance Rank
SAISX
VOO
SAISX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SA International Small Company Fund (SAISX) 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.
Loading data...
Dividends
SAISX vs. VOO - Dividend Comparison
SAISX's dividend yield for the trailing twelve months is around 3.38%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAISX SA International Small Company Fund | 3.38% | 3.96% | 3.31% | 6.05% | 5.68% | 1.95% | 5.67% | 6.70% | 4.28% | 4.07% | 3.84% | 2.30% |
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
SAISX vs. VOO - Drawdown Comparison
The maximum SAISX drawdown since its inception was -61.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAISX and VOO.
Loading data...
Volatility
SAISX vs. VOO - Volatility Comparison
The current volatility for SA International Small Company Fund (SAISX) is 2.62%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that SAISX 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.
Loading data...