SCM vs. VOO
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) 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: SCM or VOO.
Correlation
The correlation between SCM and VOO is 0.31, 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
SCM vs. VOO - Performance Comparison
Key characteristics
SCM:
1.31
VOO:
2.25
SCM:
1.88
VOO:
2.98
SCM:
1.25
VOO:
1.42
SCM:
1.46
VOO:
3.31
SCM:
7.12
VOO:
14.77
SCM:
2.48%
VOO:
1.90%
SCM:
13.47%
VOO:
12.46%
SCM:
-66.06%
VOO:
-33.99%
SCM:
-4.48%
VOO:
-2.47%
Returns By Period
In the year-to-date period, SCM achieves a 16.30% return, which is significantly lower than VOO's 26.02% return. Both investments have delivered pretty close results over the past 10 years, with SCM having a 12.53% annualized return and VOO not far ahead at 13.08%.
SCM
16.30%
-2.16%
3.46%
18.14%
10.13%
12.53%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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
SCM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) 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
SCM vs. VOO - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 10.89%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 10.89% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% | 9.06% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SCM vs. VOO - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCM and VOO. For additional features, visit the drawdowns tool.
Volatility
SCM vs. VOO - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 4.39% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that SCM'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.