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 0.39, 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:
-0.72
VOO:
2.04
SAM:
-1.00
VOO:
2.72
SAM:
0.87
VOO:
1.38
SAM:
-0.34
VOO:
3.09
SAM:
-1.30
VOO:
13.04
SAM:
20.81%
VOO:
2.00%
SAM:
37.69%
VOO:
12.79%
SAM:
-80.41%
VOO:
-33.99%
SAM:
-80.36%
VOO:
-2.15%
Returns By Period
In the year-to-date period, SAM achieves a -14.47% return, which is significantly lower than VOO's 1.16% return. Over the past 10 years, SAM has underperformed VOO with an annualized return of -1.61%, while VOO has yielded a comparatively higher 13.46% annualized return.
SAM
-14.47%
-16.56%
-10.56%
-28.50%
-7.90%
-1.61%
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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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 1.23%.
| 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 | 1.23% | 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 -80.41%, 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 9.89% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. 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.