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.
Correlation
The correlation between SAM and VOO is 0.38, 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
Key characteristics
SAM:
-0.37
VOO:
0.54
SAM:
-0.40
VOO:
0.88
SAM:
0.96
VOO:
1.13
SAM:
-0.16
VOO:
0.55
SAM:
-0.85
VOO:
2.27
SAM:
15.77%
VOO:
4.55%
SAM:
35.99%
VOO:
19.19%
SAM:
-83.22%
VOO:
-33.99%
SAM:
-81.03%
VOO:
-9.90%
Returns By Period
In the year-to-date period, SAM achieves a -17.36% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, SAM has underperformed VOO with an annualized return of -0.81%, while VOO has yielded a comparatively higher 12.07% annualized return.
SAM
-17.36%
4.19%
-16.24%
-13.71%
-10.82%
-0.81%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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Risk-Adjusted Performance
SAM vs. VOO — Risk-Adjusted Performance Rank
SAM
VOO
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 1.38%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.03% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SAM vs. VOO - Drawdown Comparison
The maximum SAM drawdown since its inception was -83.22%, 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 current volatility for The Boston Beer Company, Inc. (SAM) is 9.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that SAM 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.