SHAPX vs. VOO
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and Vanguard S&P 500 ETF (VOO).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. 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: SHAPX or VOO.
Correlation
The correlation between SHAPX and VOO 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. VOO - Performance Comparison
Key characteristics
SHAPX:
1.06
VOO:
2.21
SHAPX:
1.31
VOO:
2.93
SHAPX:
1.24
VOO:
1.41
SHAPX:
1.27
VOO:
3.35
SHAPX:
4.12
VOO:
14.09
SHAPX:
3.62%
VOO:
2.01%
SHAPX:
14.02%
VOO:
12.78%
SHAPX:
-81.35%
VOO:
-33.99%
SHAPX:
-8.56%
VOO:
-0.46%
Returns By Period
In the year-to-date period, SHAPX achieves a 2.71% return, which is significantly lower than VOO's 2.90% return. Over the past 10 years, SHAPX has underperformed VOO with an annualized return of 6.60%, while VOO has yielded a comparatively higher 13.46% annualized return.
SHAPX
2.71%
1.98%
-0.28%
13.59%
6.49%
6.60%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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SHAPX vs. VOO - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SHAPX vs. VOO — Risk-Adjusted Performance Rank
SHAPX
VOO
SHAPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) 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
SHAPX vs. VOO - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 0.49%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 0.49% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
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
SHAPX vs. VOO - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -81.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SHAPX and VOO. For additional features, visit the drawdowns tool.
Volatility
SHAPX vs. VOO - Volatility Comparison
The current volatility for ClearBridge Appreciation Fund (SHAPX) is 4.50%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that SHAPX 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.