SGOVX vs. VOO
Compare and contrast key facts about First Eagle Overseas Fund (SGOVX) and Vanguard S&P 500 ETF (VOO).
SGOVX is managed by First Eagle. It was launched on Aug 31, 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: SGOVX or VOO.
Correlation
The correlation between SGOVX and VOO is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SGOVX vs. VOO - Performance Comparison
Key characteristics
SGOVX:
1.06
VOO:
1.73
SGOVX:
1.49
VOO:
2.34
SGOVX:
1.19
VOO:
1.32
SGOVX:
0.94
VOO:
2.61
SGOVX:
2.63
VOO:
10.89
SGOVX:
4.12%
VOO:
2.02%
SGOVX:
10.24%
VOO:
12.77%
SGOVX:
-48.37%
VOO:
-33.99%
SGOVX:
-4.56%
VOO:
-1.05%
Returns By Period
In the year-to-date period, SGOVX achieves a 6.55% return, which is significantly higher than VOO's 2.97% return. Over the past 10 years, SGOVX has underperformed VOO with an annualized return of 2.77%, while VOO has yielded a comparatively higher 13.21% annualized return.
SGOVX
6.55%
7.87%
1.41%
11.95%
3.67%
2.77%
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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SGOVX vs. VOO - Expense Ratio Comparison
SGOVX has a 1.16% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SGOVX vs. VOO — Risk-Adjusted Performance Rank
SGOVX
VOO
SGOVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund (SGOVX) 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
SGOVX vs. VOO - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 5.39%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOVX First Eagle Overseas Fund | 5.39% | 5.75% | 1.70% | 0.08% | 3.45% | 0.21% | 2.09% | 1.26% | 1.62% | 1.16% | 0.20% | 1.07% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGOVX vs. VOO - Drawdown Comparison
The maximum SGOVX drawdown since its inception was -48.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SGOVX and VOO. For additional features, visit the drawdowns tool.
Volatility
SGOVX vs. VOO - Volatility Comparison
The current volatility for First Eagle Overseas Fund (SGOVX) is 2.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.44%. This indicates that SGOVX 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.