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 0.26, 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:
1.46
VOO:
2.21
SAR:
2.13
VOO:
2.93
SAR:
1.27
VOO:
1.41
SAR:
1.62
VOO:
3.35
SAR:
7.63
VOO:
14.09
SAR:
2.94%
VOO:
2.01%
SAR:
15.39%
VOO:
12.78%
SAR:
-90.83%
VOO:
-33.99%
SAR:
-1.46%
VOO:
-0.46%
Returns By Period
In the year-to-date period, SAR achieves a 4.26% return, which is significantly higher than VOO's 2.90% return. Over the past 10 years, SAR has outperformed VOO with an annualized return of 15.63%, while VOO has yielded a comparatively lower 13.46% annualized return.
SAR
4.26%
5.32%
14.82%
21.58%
7.87%
15.63%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 11.83%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAR Saratoga Investment Corp. | 11.83% | 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 | 1.21% | 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 3.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.05%. 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.