SFLTX vs. VOO
Compare and contrast key facts about Virtus Seix High Grade Municipal Bond Fund (SFLTX) and Vanguard S&P 500 ETF (VOO).
SFLTX is managed by Virtus. It was launched on Jan 17, 1994. 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: SFLTX or VOO.
Correlation
The correlation between SFLTX and VOO is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SFLTX vs. VOO - Performance Comparison
Key characteristics
SFLTX:
0.20
VOO:
1.89
SFLTX:
0.29
VOO:
2.54
SFLTX:
1.04
VOO:
1.35
SFLTX:
0.08
VOO:
2.83
SFLTX:
0.54
VOO:
11.83
SFLTX:
1.27%
VOO:
2.02%
SFLTX:
3.37%
VOO:
12.66%
SFLTX:
-15.67%
VOO:
-33.99%
SFLTX:
-5.78%
VOO:
-0.42%
Returns By Period
In the year-to-date period, SFLTX achieves a 0.34% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, SFLTX has underperformed VOO with an annualized return of 0.93%, while VOO has yielded a comparatively higher 13.26% annualized return.
SFLTX
0.34%
0.70%
-0.06%
0.68%
-0.45%
0.93%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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SFLTX vs. VOO - Expense Ratio Comparison
SFLTX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SFLTX vs. VOO — Risk-Adjusted Performance Rank
SFLTX
VOO
SFLTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Grade Municipal Bond Fund (SFLTX) 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
SFLTX vs. VOO - Dividend Comparison
SFLTX's dividend yield for the trailing twelve months is around 2.77%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFLTX Virtus Seix High Grade Municipal Bond Fund | 2.77% | 2.74% | 2.56% | 1.67% | 0.93% | 1.03% | 1.78% | 2.64% | 2.33% | 2.08% | 2.09% | 2.56% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SFLTX vs. VOO - Drawdown Comparison
The maximum SFLTX drawdown since its inception was -15.67%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SFLTX and VOO. For additional features, visit the drawdowns tool.
Volatility
SFLTX vs. VOO - Volatility Comparison
The current volatility for Virtus Seix High Grade Municipal Bond Fund (SFLTX) is 0.98%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that SFLTX 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.