SAM vs. VOO
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) and Vanguard S&P 500 ETF (VOO).
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: SAM or VOO.
Key characteristics
| SAM | VOO | |
|---|---|---|
| YTD Return | -17.60% | 10.48% |
| 1Y Return | -9.09% | 28.69% |
| 3Y Return (Ann) | -36.50% | 9.60% |
| 5Y Return (Ann) | -3.69% | 14.65% |
| 10Y Return (Ann) | 2.39% | 12.89% |
| Sharpe Ratio | -0.21 | 2.52 |
| Daily Std Dev | 35.62% | 11.57% |
| Max Drawdown | -79.47% | -33.99% |
| Current Drawdown | -78.20% | -0.06% |
Correlation
The correlation between SAM and VOO is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SAM vs. VOO - Performance Comparison
In the year-to-date period, SAM achieves a -17.60% return, which is significantly lower than VOO's 10.48% return. Over the past 10 years, SAM has underperformed VOO with an annualized return of 2.39%, while VOO has yielded a comparatively higher 12.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SAM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) 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
SAM vs. VOO - Dividend Comparison
SAM has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SAM vs. VOO - Drawdown Comparison
The maximum SAM drawdown since its inception was -79.47%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAM and VOO. For additional features, visit the drawdowns tool.
Volatility
SAM vs. VOO - Volatility Comparison
The Boston Beer Company, Inc. (SAM) has a higher volatility of 8.64% compared to Vanguard S&P 500 ETF (VOO) at 3.36%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.