SGGDX vs. VOO
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and Vanguard S&P 500 ETF (VOO).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. 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: SGGDX or VOO.
Correlation
The correlation between SGGDX and VOO is 0.21, 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
SGGDX vs. VOO - Performance Comparison
Key characteristics
SGGDX:
0.92
VOO:
1.88
SGGDX:
1.36
VOO:
2.52
SGGDX:
1.17
VOO:
1.35
SGGDX:
0.54
VOO:
2.83
SGGDX:
3.23
VOO:
11.96
SGGDX:
7.29%
VOO:
2.00%
SGGDX:
25.72%
VOO:
12.70%
SGGDX:
-71.51%
VOO:
-33.99%
SGGDX:
-22.08%
VOO:
-3.91%
Returns By Period
In the year-to-date period, SGGDX achieves a 6.21% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, SGGDX has underperformed VOO with an annualized return of 5.94%, while VOO has yielded a comparatively higher 13.26% annualized return.
SGGDX
6.21%
0.22%
-1.78%
21.51%
8.29%
5.94%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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SGGDX vs. VOO - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SGGDX vs. VOO — Risk-Adjusted Performance Rank
SGGDX
VOO
SGGDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) 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
SGGDX vs. VOO - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 4.95%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 4.95% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGGDX vs. VOO - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -71.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SGGDX and VOO. For additional features, visit the drawdowns tool.
Volatility
SGGDX vs. VOO - Volatility Comparison
First Eagle Gold Fund (SGGDX) has a higher volatility of 7.85% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that SGGDX'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.