SECEX vs. VOO
Compare and contrast key facts about Guggenheim StylePlus - Large Core Fund (SECEX) and Vanguard S&P 500 ETF (VOO).
SECEX is managed by Guggenheim. It was launched on Sep 10, 1962. 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.
Performance
SECEX vs. VOO - Performance Comparison
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SECEX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECEX Guggenheim StylePlus - Large Core Fund | -8.68% | 16.04% | 25.74% | 26.72% | -21.98% | 28.21% | 17.76% | 29.62% | -7.18% | 21.99% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SECEX achieves a -8.68% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, SECEX has underperformed VOO with an annualized return of 12.40%, while VOO has yielded a comparatively higher 14.05% annualized return.
SECEX
- 1D
- -0.89%
- 1M
- -8.13%
- YTD
- -8.68%
- 6M
- -5.74%
- 1Y
- 11.58%
- 3Y*
- 16.12%
- 5Y*
- 9.67%
- 10Y*
- 12.40%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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SECEX vs. VOO - Expense Ratio Comparison
SECEX has a 1.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SECEX vs. VOO — Risk / Return Rank
SECEX
VOO
SECEX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim StylePlus - Large Core Fund (SECEX) 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.
| SECEX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.98 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.50 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.53 | -0.70 |
Martin ratioReturn relative to average drawdown | 3.73 | 7.29 | -3.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SECEX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.98 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.70 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.83 | -0.55 |
Correlation
The correlation between SECEX and VOO is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SECEX vs. VOO - Dividend Comparison
SECEX's dividend yield for the trailing twelve months is around 3.23%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECEX Guggenheim StylePlus - Large Core Fund | 3.23% | 2.95% | 23.10% | 2.50% | 40.57% | 4.58% | 9.21% | 1.57% | 22.52% | 18.80% | 1.94% | 12.32% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SECEX vs. VOO - Drawdown Comparison
The maximum SECEX drawdown since its inception was -73.88%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SECEX and VOO.
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Drawdown Indicators
| SECEX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.88% | -33.99% | -39.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -11.98% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -24.52% | -3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -33.99% | -1.60% |
Current DrawdownCurrent decline from peak | -10.23% | -6.29% | -3.94% |
Average DrawdownAverage peak-to-trough decline | -20.77% | -3.72% | -17.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.52% | +0.15% |
Volatility
SECEX vs. VOO - Volatility Comparison
The current volatility for Guggenheim StylePlus - Large Core Fund (SECEX) is 4.10%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that SECEX 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.
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Volatility by Period
| SECEX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 5.29% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 9.44% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.87% | 18.10% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 16.82% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 17.99% | +0.06% |