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SGOV vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOV vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-3 Month Treasury Bond ETF (SGOV) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGOV achieves a 0.92% return, which is significantly higher than VOO's -3.55% return.


SGOV

1D
0.04%
1M
0.32%
YTD
0.92%
6M
1.88%
1Y
4.08%
3Y*
4.81%
5Y*
3.42%
10Y*

VOO

1D
0.11%
1M
-4.01%
YTD
-3.55%
6M
-1.41%
1Y
23.49%
3Y*
18.47%
5Y*
11.96%
10Y*
14.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOV vs. VOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SGOV
iShares 0-3 Month Treasury Bond ETF
0.92%4.24%5.27%5.12%1.58%0.04%0.05%
VOO
Vanguard S&P 500 ETF
-3.55%17.82%24.98%26.32%-18.17%28.79%25.09%

Correlation

The correlation between SGOV and VOO is -0.02, meaning they tend to move in opposite directions. This is especially valuable for risk management — when one declines, the other has historically tended to hold steady or rise, cushioning overall portfolio drawdowns.


SGOV vs. VOO - Expense Ratio Comparison

SGOV has a 0.09% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


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Return for Risk

SGOV vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 5353
Overall Rank
VOO Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 5454
Sortino Ratio Rank
VOO Omega Ratio Rank: 5757
Omega Ratio Rank
VOO Calmar Ratio Rank: 4646
Calmar Ratio Rank
VOO Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGOV vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) 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.


SGOVVOODifference

Sharpe ratio

Return per unit of total volatility

20.63

0.98

+19.65

Sortino ratio

Return per unit of downside risk

286.00

1.49

+284.51

Omega ratio

Gain probability vs. loss probability

202.83

1.23

+201.60

Calmar ratio

Return relative to maximum drawdown

412.76

1.53

+411.24

Martin ratio

Return relative to average drawdown

4,634.41

7.13

+4,627.28

SGOV vs. VOO - Sharpe Ratio Comparison

The current SGOV Sharpe Ratio is 20.63, which is higher than the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of SGOV and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SGOVVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

20.63

0.98

+19.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

14.13

0.71

+13.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

12.35

0.83

+11.52

Drawdowns

SGOV vs. VOO - Drawdown Comparison

The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SGOV and VOO.


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Drawdown Indicators


SGOVVOODifference

Max Drawdown

Largest peak-to-trough decline

-0.03%

-33.99%

+33.96%

Max Drawdown (1Y)

Largest decline over 1 year

-0.01%

-8.90%

+8.89%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

-24.52%

+24.49%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

0.00%

-5.44%

+5.44%

Average Drawdown

Average peak-to-trough decline

0.00%

-3.72%

+3.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

2.57%

-2.57%

Volatility

SGOV vs. VOO - Volatility Comparison

The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.27%. This indicates that SGOV 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.


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Volatility by Period


SGOVVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.06%

5.27%

-5.21%

Volatility (6M)

Calculated over the trailing 6-month period

0.13%

9.46%

-9.33%

Volatility (1Y)

Calculated over the trailing 1-year period

0.20%

18.11%

-17.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.24%

16.81%

-16.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.24%

17.98%

-17.74%

Dividends

SGOV vs. VOO - Dividend Comparison

SGOV's dividend yield for the trailing twelve months is around 3.95%, more than VOO's 1.18% yield.


TTM20252024202320222021202020192018201720162015
SGOV
iShares 0-3 Month Treasury Bond ETF
3.95%4.10%5.10%4.87%1.45%0.03%0.05%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%