SAR vs. VOO
Compare and contrast key facts about Saratoga Investment Corp. (SAR) 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: SAR or VOO.
Correlation
The correlation between SAR and VOO is 0.27, 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
SAR vs. VOO - Performance Comparison
Key characteristics
SAR:
0.70
VOO:
0.36
SAR:
1.06
VOO:
0.63
SAR:
1.15
VOO:
1.09
SAR:
0.97
VOO:
0.35
SAR:
3.90
VOO:
1.66
SAR:
3.59%
VOO:
4.00%
SAR:
19.99%
VOO:
18.64%
SAR:
-90.83%
VOO:
-33.99%
SAR:
-8.12%
VOO:
-12.04%
Returns By Period
In the year-to-date period, SAR achieves a 0.34% return, which is significantly higher than VOO's -7.98% return. Over the past 10 years, SAR has outperformed VOO with an annualized return of 14.37%, while VOO has yielded a comparatively lower 11.99% annualized return.
SAR
0.34%
-1.93%
2.54%
15.80%
22.65%
14.37%
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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Risk-Adjusted Performance
SAR vs. VOO — Risk-Adjusted Performance Rank
SAR
VOO
SAR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Investment Corp. (SAR) 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
SAR vs. VOO - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 13.94%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAR Saratoga Investment Corp. | 13.94% | 12.33% | 10.90% | 11.02% | 6.16% | 6.57% | 6.61% | 10.35% | 10.51% | 9.12% | 14.14% | 1.21% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SAR vs. VOO - Drawdown Comparison
The maximum SAR drawdown since its inception was -90.83%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAR and VOO. For additional features, visit the drawdowns tool.
Volatility
SAR vs. VOO - Volatility Comparison
The current volatility for Saratoga Investment Corp. (SAR) is 12.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.25%. This indicates that SAR 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.