SHCDX vs. VOO
Compare and contrast key facts about Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) and Vanguard S&P 500 ETF (VOO).
SHCDX is managed by Stone Harbor. It was launched on May 31, 2011. 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: SHCDX or VOO.
Correlation
The correlation between SHCDX and VOO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SHCDX vs. VOO - Performance Comparison
Key characteristics
SHCDX:
3.45
VOO:
1.89
SHCDX:
5.14
VOO:
2.54
SHCDX:
1.79
VOO:
1.35
SHCDX:
2.23
VOO:
2.83
SHCDX:
15.37
VOO:
11.83
SHCDX:
0.52%
VOO:
2.02%
SHCDX:
2.32%
VOO:
12.66%
SHCDX:
-26.24%
VOO:
-33.99%
SHCDX:
-0.50%
VOO:
-0.42%
Returns By Period
In the year-to-date period, SHCDX achieves a 1.73% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, SHCDX has underperformed VOO with an annualized return of 4.30%, while VOO has yielded a comparatively higher 13.26% annualized return.
SHCDX
1.73%
0.88%
2.27%
7.71%
2.62%
4.30%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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SHCDX vs. VOO - Expense Ratio Comparison
SHCDX has a 1.02% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SHCDX vs. VOO — Risk-Adjusted Performance Rank
SHCDX
VOO
SHCDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) 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
SHCDX vs. VOO - Dividend Comparison
SHCDX's dividend yield for the trailing twelve months is around 6.26%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHCDX Virtus Stone Harbor Emerg Mkts Corp Dbt | 6.26% | 6.30% | 5.73% | 5.52% | 4.65% | 5.28% | 4.72% | 6.08% | 4.10% | 5.44% | 5.04% | 4.81% |
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
SHCDX vs. VOO - Drawdown Comparison
The maximum SHCDX drawdown since its inception was -26.24%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SHCDX and VOO. For additional features, visit the drawdowns tool.
Volatility
SHCDX vs. VOO - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) is 0.77%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that SHCDX 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.