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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHRAX or VOO.
Correlation
The correlation between SHRAX and VOO is 0.88, 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
SHRAX vs. VOO - Performance Comparison
Key characteristics
SHRAX:
-0.40
VOO:
1.47
SHRAX:
-0.33
VOO:
1.99
SHRAX:
0.94
VOO:
1.27
SHRAX:
-0.16
VOO:
2.23
SHRAX:
-1.06
VOO:
9.05
SHRAX:
8.78%
VOO:
2.08%
SHRAX:
23.53%
VOO:
12.84%
SHRAX:
-57.84%
VOO:
-33.99%
SHRAX:
-55.98%
VOO:
-3.08%
Returns By Period
In the year-to-date period, SHRAX achieves a 0.60% return, which is significantly lower than VOO's 1.40% return. Over the past 10 years, SHRAX has underperformed VOO with an annualized return of -7.37%, while VOO has yielded a comparatively higher 13.00% annualized return.
SHRAX
0.60%
-4.14%
-10.71%
-9.77%
-9.50%
-7.37%
VOO
1.40%
-1.27%
6.13%
17.41%
16.49%
13.00%
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SHRAX vs. VOO - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SHRAX vs. VOO — Risk-Adjusted Performance Rank
SHRAX
VOO
SHRAX vs. VOO - Risk-Adjusted Performance 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.
Dividends
SHRAX vs. VOO - Dividend Comparison
SHRAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 0.00% | 0.00% | 0.15% | 0.00% | 0.00% | 0.18% | 0.48% | 0.25% | 0.19% | 0.36% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SHRAX vs. VOO - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.84%, 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. For additional features, visit the drawdowns tool.
Volatility
SHRAX vs. VOO - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 5.73% compared to Vanguard S&P 500 ETF (VOO) at 3.70%. 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.