SGLC vs. VOO
Compare and contrast key facts about SGI U.S. Large Cap Core ETF (SGLC) and Vanguard S&P 500 ETF (VOO).
SGLC and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGLC is an actively managed fund by Summit Global Investments. It was launched on Mar 30, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGLC or VOO.
Correlation
The correlation between SGLC and VOO is 0.93, 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.
Performance
SGLC vs. VOO - Performance Comparison
Key characteristics
SGLC:
1.11
VOO:
1.76
SGLC:
1.59
VOO:
2.37
SGLC:
1.20
VOO:
1.32
SGLC:
1.79
VOO:
2.66
SGLC:
6.20
VOO:
11.10
SGLC:
2.59%
VOO:
2.02%
SGLC:
14.47%
VOO:
12.79%
SGLC:
-10.03%
VOO:
-33.99%
SGLC:
-3.66%
VOO:
-2.11%
Returns By Period
In the year-to-date period, SGLC achieves a 1.86% return, which is significantly lower than VOO's 2.40% return.
SGLC
1.86%
-2.54%
3.27%
13.47%
N/A
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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SGLC vs. VOO - Expense Ratio Comparison
SGLC has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SGLC vs. VOO — Risk-Adjusted Performance Rank
SGLC
VOO
SGLC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Cap Core ETF (SGLC) 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
SGLC vs. VOO - Dividend Comparison
SGLC's dividend yield for the trailing twelve months is around 8.52%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGLC SGI U.S. Large Cap Core ETF | 8.52% | 8.68% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGLC vs. VOO - Drawdown Comparison
The maximum SGLC drawdown since its inception was -10.03%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SGLC and VOO. For additional features, visit the drawdowns tool.
Volatility
SGLC vs. VOO - Volatility Comparison
SGI U.S. Large Cap Core ETF (SGLC) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.54% and 3.38%, 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.