SHELL.AS vs. VOO
Compare and contrast key facts about Shell plc (SHELL.AS) and Vanguard S&P 500 ETF (VOO).
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: SHELL.AS or VOO.
Key characteristics
| SHELL.AS | VOO | |
|---|---|---|
| YTD Return | 12.65% | 11.78% |
| 1Y Return | 23.09% | 28.27% |
| 3Y Return (Ann) | 29.90% | 10.42% |
| 5Y Return (Ann) | 7.00% | 15.03% |
| 10Y Return (Ann) | 6.79% | 13.05% |
| Sharpe Ratio | 1.29 | 2.56 |
| Daily Std Dev | 16.86% | 11.55% |
| Max Drawdown | -63.48% | -33.99% |
| Current Drawdown | -3.93% | -0.04% |
Correlation
The correlation between SHELL.AS and VOO is 0.38, 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
SHELL.AS vs. VOO - Performance Comparison
In the year-to-date period, SHELL.AS achieves a 12.65% return, which is significantly higher than VOO's 11.78% return. Over the past 10 years, SHELL.AS has underperformed VOO with an annualized return of 6.79%, while VOO has yielded a comparatively higher 13.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SHELL.AS vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHELL.AS) 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
SHELL.AS vs. VOO - Dividend Comparison
SHELL.AS's dividend yield for the trailing twelve months is around 3.78%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHELL.AS Shell plc | 3.78% | 3.86% | 3.56% | 3.61% | 5.72% | 6.43% | 6.24% | 5.96% | 6.55% | 8.08% | 5.12% | 5.18% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SHELL.AS vs. VOO - Drawdown Comparison
The maximum SHELL.AS drawdown since its inception was -63.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SHELL.AS and VOO. For additional features, visit the drawdowns tool.
Volatility
SHELL.AS vs. VOO - Volatility Comparison
The current volatility for Shell plc (SHELL.AS) is 3.20%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.37%. This indicates that SHELL.AS 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.