SHRAX vs. VOO
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Vanguard S&P 500 ETF (VOO).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. 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.
Performance
SHRAX vs. VOO - Performance Comparison
Loading graphics...
SHRAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | -10.22% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SHRAX achieves a -10.22% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, SHRAX has underperformed VOO with an annualized return of 6.76%, while VOO has yielded a comparatively higher 14.05% annualized return.
SHRAX
- 1D
- -0.61%
- 1M
- -10.28%
- YTD
- -10.22%
- 6M
- -11.78%
- 1Y
- 10.43%
- 3Y*
- 9.70%
- 5Y*
- 1.40%
- 10Y*
- 6.76%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHRAX vs. VOO - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SHRAX vs. VOO — Risk / Return Rank
SHRAX
VOO
SHRAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) 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.
| SHRAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.98 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.50 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.53 | -1.00 |
Martin ratioReturn relative to average drawdown | 1.70 | 7.29 | -5.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SHRAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.98 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.70 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.78 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.83 | -0.39 |
Correlation
The correlation between SHRAX and VOO is 0.89, 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.
Dividends
SHRAX vs. VOO - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 24.81%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 24.81% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SHRAX vs. VOO - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SHRAX and VOO.
Loading graphics...
Drawdown Indicators
| SHRAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -33.99% | -23.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -11.98% | -2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -24.52% | -9.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -33.99% | +0.22% |
Current DrawdownCurrent decline from peak | -14.59% | -6.29% | -8.30% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -3.72% | -7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.52% | +2.04% |
Volatility
SHRAX vs. VOO - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 5.92% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SHRAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 5.29% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 13.22% | 9.44% | +3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 18.10% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 16.82% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.82% | 17.99% | +2.83% |