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:
1.89
VOO:
0.32
SGGDX:
2.43
VOO:
0.57
SGGDX:
1.33
VOO:
1.08
SGGDX:
1.65
VOO:
0.32
SGGDX:
7.06
VOO:
1.42
SGGDX:
7.25%
VOO:
4.19%
SGGDX:
27.02%
VOO:
18.73%
SGGDX:
-71.51%
VOO:
-33.99%
SGGDX:
-1.25%
VOO:
-13.85%
Returns By Period
In the year-to-date period, SGGDX achieves a 44.03% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, SGGDX has underperformed VOO with an annualized return of 10.64%, while VOO has yielded a comparatively higher 11.61% annualized return.
SGGDX
44.03%
10.69%
20.43%
48.00%
12.56%
10.64%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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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 3.65%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 3.65% | 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 | 1.44% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 12.81% and 13.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.