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 0.98, 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:
0.32
VOO:
0.32
SHAPX:
0.56
VOO:
0.57
SHAPX:
1.08
VOO:
1.08
SHAPX:
0.33
VOO:
0.32
SHAPX:
1.50
VOO:
1.42
SHAPX:
3.58%
VOO:
4.19%
SHAPX:
16.75%
VOO:
18.73%
SHAPX:
-78.30%
VOO:
-33.99%
SHAPX:
-11.44%
VOO:
-13.85%
Returns By Period
In the year-to-date period, SHAPX achieves a -7.79% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, SHAPX has underperformed VOO with an annualized return of 10.69%, while VOO has yielded a comparatively higher 11.61% annualized return.
SHAPX
-7.79%
-5.61%
-7.73%
6.62%
13.95%
10.69%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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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 9.76%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 9.76% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 6.10% | 3.29% | 4.76% | 4.42% |
VOO Vanguard S&P 500 ETF | 1.44% | 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 -78.30%, 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 11.94%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.