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.
Performance
SGLC vs. VOO - Performance Comparison
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SGLC vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SGLC SGI U.S. Large Cap Core ETF | -2.12% | 17.30% | 20.19% | 18.93% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 17.53% |
Returns By Period
In the year-to-date period, SGLC achieves a -2.12% return, which is significantly higher than VOO's -3.66% return.
SGLC
- 1D
- 1.11%
- 1M
- -3.14%
- YTD
- -2.12%
- 6M
- 2.14%
- 1Y
- 20.61%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
SGLC vs. VOO — Risk / Return Rank
SGLC
VOO
SGLC vs. VOO - Risk-Adjusted Trends 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.
| SGLC | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.01 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.53 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.55 | +0.18 |
Martin ratioReturn relative to average drawdown | 7.51 | 7.31 | +0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGLC | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.01 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.71 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.83 | +0.28 |
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.
Dividends
SGLC vs. VOO - Dividend Comparison
SGLC's dividend yield for the trailing twelve months is around 0.24%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGLC SGI U.S. Large Cap Core ETF | 0.24% | 0.23% | 8.68% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SGLC vs. VOO - Drawdown Comparison
The maximum SGLC drawdown since its inception was -20.24%, 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.
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Drawdown Indicators
| SGLC | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.24% | -33.99% | +13.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -11.98% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -6.19% | -5.55% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -2.54% | -3.72% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.55% | +0.25% |
Volatility
SGLC vs. VOO - Volatility Comparison
SGI U.S. Large Cap Core ETF (SGLC) has a higher volatility of 6.04% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that SGLC'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.
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Volatility by Period
| SGLC | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.34% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.11% | 9.47% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.40% | 18.11% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 16.82% | -0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 17.99% | -1.81% |