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 0.32, 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
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Key characteristics
SCM:
0.37
VOO:
0.72
SCM:
0.57
VOO:
1.12
SCM:
1.10
VOO:
1.16
SCM:
0.31
VOO:
0.74
SCM:
1.13
VOO:
2.83
SCM:
6.64%
VOO:
4.88%
SCM:
21.18%
VOO:
19.41%
SCM:
-66.06%
VOO:
-33.99%
SCM:
-10.48%
VOO:
-2.65%
Returns By Period
In the year-to-date period, SCM achieves a 2.64% return, which is significantly higher than VOO's 1.84% return. Both investments have delivered pretty close results over the past 10 years, with SCM having a 12.68% annualized return and VOO not far ahead at 12.82%.
SCM
2.64%
7.82%
3.07%
7.79%
15.22%
27.63%
12.68%
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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Risk-Adjusted Performance
SCM vs. VOO — Risk-Adjusted Performance Rank
SCM
VOO
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.
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Dividends
SCM vs. VOO - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 11.73%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 11.73% | 11.60% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
SCM vs. VOO - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 6.54% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. 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.
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