SETM vs. VOO
Compare and contrast key facts about Sprott Energy Transition Materials ETF (SETM) and Vanguard S&P 500 ETF (VOO).
SETM and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SETM is a passively managed fund by Sprott that tracks the performance of the Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Gross. It was launched on Feb 1, 2023. 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. Both SETM and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SETM or VOO.
Correlation
The correlation between SETM and VOO is 0.53, 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
SETM vs. VOO - Performance Comparison
Key characteristics
SETM:
-0.45
VOO:
2.00
SETM:
-0.45
VOO:
2.68
SETM:
0.95
VOO:
1.37
SETM:
-0.47
VOO:
2.98
SETM:
-1.00
VOO:
13.18
SETM:
14.65%
VOO:
1.91%
SETM:
32.86%
VOO:
12.60%
SETM:
-30.97%
VOO:
-33.99%
SETM:
-26.43%
VOO:
-2.88%
Returns By Period
In the year-to-date period, SETM achieves a -13.65% return, which is significantly lower than VOO's 25.48% return.
SETM
-13.65%
-14.05%
-11.35%
-13.65%
N/A
N/A
VOO
25.48%
-1.94%
8.60%
25.48%
14.64%
13.16%
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SETM vs. VOO - Expense Ratio Comparison
SETM has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SETM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Energy Transition Materials ETF (SETM) 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
SETM vs. VOO - Dividend Comparison
SETM's dividend yield for the trailing twelve months is around 2.08%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SETM Sprott Energy Transition Materials ETF | 2.08% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SETM vs. VOO - Drawdown Comparison
The maximum SETM drawdown since its inception was -30.97%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SETM and VOO. For additional features, visit the drawdowns tool.
Volatility
SETM vs. VOO - Volatility Comparison
Sprott Energy Transition Materials ETF (SETM) has a higher volatility of 7.04% compared to Vanguard S&P 500 ETF (VOO) at 4.14%. This indicates that SETM'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.