SDFIX vs. VOO
Compare and contrast key facts about Swan Defined Risk Emerging Markets Fund (SDFIX) and Vanguard S&P 500 ETF (VOO).
SDFIX is managed by Swan. It was launched on Dec 29, 2014. 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: SDFIX or VOO.
Correlation
The correlation between SDFIX and VOO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SDFIX vs. VOO - Performance Comparison
Key characteristics
Returns By Period
SDFIX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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SDFIX vs. VOO - Expense Ratio Comparison
SDFIX has a 1.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SDFIX vs. VOO — Risk-Adjusted Performance Rank
SDFIX
VOO
SDFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swan Defined Risk Emerging Markets Fund (SDFIX) 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
SDFIX vs. VOO - Dividend Comparison
SDFIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDFIX Swan Defined Risk Emerging Markets Fund | 4.06% | 2.88% | 0.87% | 1.51% | 0.19% | 1.52% | 0.86% | 0.61% | 1.90% | 2.35% | 1.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SDFIX vs. VOO - Drawdown Comparison
Volatility
SDFIX vs. VOO - Volatility Comparison
The current volatility for Swan Defined Risk Emerging Markets Fund (SDFIX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that SDFIX 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.