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:
-0.95
VOO:
1.89
SAM:
-1.51
VOO:
2.54
SAM:
0.81
VOO:
1.35
SAM:
-0.44
VOO:
2.83
SAM:
-1.54
VOO:
11.83
SAM:
23.36%
VOO:
2.02%
SAM:
37.95%
VOO:
12.66%
SAM:
-82.77%
VOO:
-33.99%
SAM:
-82.77%
VOO:
-0.42%
Returns By Period
In the year-to-date period, SAM achieves a -24.94% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, SAM has underperformed VOO with an annualized return of -3.23%, while VOO has yielded a comparatively higher 13.26% annualized return.
SAM
-24.94%
-11.17%
-18.09%
-35.27%
-10.74%
-3.23%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 1.19%.
| 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 | 1.19% | 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 -82.77%, 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 6.66% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.