SGYAX vs. VOO
Compare and contrast key facts about SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) and Vanguard S&P 500 ETF (VOO).
SGYAX is managed by SEI. It was launched on Dec 5, 2005. 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: SGYAX or VOO.
Correlation
The correlation between SGYAX and VOO is 0.40, 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
SGYAX vs. VOO - Performance Comparison
Key characteristics
SGYAX:
3.01
VOO:
1.89
SGYAX:
5.80
VOO:
2.54
SGYAX:
1.86
VOO:
1.35
SGYAX:
2.66
VOO:
2.83
SGYAX:
20.46
VOO:
11.83
SGYAX:
0.56%
VOO:
2.02%
SGYAX:
3.85%
VOO:
12.66%
SGYAX:
-36.45%
VOO:
-33.99%
SGYAX:
-0.14%
VOO:
-0.42%
Returns By Period
In the year-to-date period, SGYAX achieves a 1.34% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, SGYAX has underperformed VOO with an annualized return of 4.65%, while VOO has yielded a comparatively higher 13.26% annualized return.
SGYAX
1.34%
0.91%
5.44%
11.38%
4.05%
4.65%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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SGYAX vs. VOO - Expense Ratio Comparison
SGYAX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SGYAX vs. VOO — Risk-Adjusted Performance Rank
SGYAX
VOO
SGYAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) 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
SGYAX vs. VOO - Dividend Comparison
SGYAX's dividend yield for the trailing twelve months is around 9.26%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGYAX SEI Institutional Investments Trust High Yield Bond Fund | 9.26% | 9.40% | 10.18% | 8.28% | 5.84% | 6.17% | 6.32% | 6.61% | 6.36% | 6.53% | 6.85% | 3.70% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGYAX vs. VOO - Drawdown Comparison
The maximum SGYAX drawdown since its inception was -36.45%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SGYAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SGYAX vs. VOO - Volatility Comparison
The current volatility for SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) is 0.96%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that SGYAX 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.