SHAPX vs. VIIIX
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHAPX or VIIIX.
Correlation
The correlation between SHAPX and VIIIX is 0.97, 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
SHAPX vs. VIIIX - Performance Comparison
Key characteristics
SHAPX:
0.92
VIIIX:
1.88
SHAPX:
1.15
VIIIX:
2.50
SHAPX:
1.20
VIIIX:
1.34
SHAPX:
1.10
VIIIX:
2.89
SHAPX:
3.70
VIIIX:
11.61
SHAPX:
3.47%
VIIIX:
2.10%
SHAPX:
14.02%
VIIIX:
13.01%
SHAPX:
-81.35%
VIIIX:
-55.18%
SHAPX:
-10.20%
VIIIX:
-3.20%
Returns By Period
In the year-to-date period, SHAPX achieves a 0.87% return, which is significantly lower than VIIIX's 1.21% return. Over the past 10 years, SHAPX has underperformed VIIIX with an annualized return of 6.52%, while VIIIX has yielded a comparatively higher 12.19% annualized return.
SHAPX
0.87%
-2.15%
-3.01%
13.38%
6.02%
6.52%
VIIIX
1.21%
-2.99%
6.04%
24.87%
11.93%
12.19%
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SHAPX vs. VIIIX - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
SHAPX vs. VIIIX — Risk-Adjusted Performance Rank
SHAPX
VIIIX
SHAPX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
SHAPX vs. VIIIX - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 0.50%, less than VIIIX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 0.50% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.26% | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 2.46% |
Drawdowns
SHAPX vs. VIIIX - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -81.35%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for SHAPX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
SHAPX vs. VIIIX - Volatility Comparison
The current volatility for ClearBridge Appreciation Fund (SHAPX) is 4.37%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 5.30%. This indicates that SHAPX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.