SIFAX vs. VOO
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) and Vanguard S&P 500 ETF (VOO).
SIFAX is managed by Blackrock. It was launched on Apr 8, 2012. 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: SIFAX or VOO.
Correlation
The correlation between SIFAX and VOO is 0.31, 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
SIFAX vs. VOO - Performance Comparison
Key characteristics
SIFAX:
1.93
VOO:
1.81
SIFAX:
2.91
VOO:
2.44
SIFAX:
1.36
VOO:
1.33
SIFAX:
1.29
VOO:
2.74
SIFAX:
6.32
VOO:
11.43
SIFAX:
1.14%
VOO:
2.02%
SIFAX:
3.72%
VOO:
12.77%
SIFAX:
-24.79%
VOO:
-33.99%
SIFAX:
0.00%
VOO:
-0.72%
Returns By Period
In the year-to-date period, SIFAX achieves a 3.65% return, which is significantly higher than VOO's 3.31% return. Over the past 10 years, SIFAX has underperformed VOO with an annualized return of 2.06%, while VOO has yielded a comparatively higher 13.25% annualized return.
SIFAX
3.65%
2.58%
3.53%
7.46%
5.01%
2.06%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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SIFAX vs. VOO - Expense Ratio Comparison
SIFAX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SIFAX vs. VOO — Risk-Adjusted Performance Rank
SIFAX
VOO
SIFAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) 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
SIFAX vs. VOO - Dividend Comparison
SIFAX's dividend yield for the trailing twelve months is around 3.14%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 3.14% | 3.26% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SIFAX vs. VOO - Drawdown Comparison
The maximum SIFAX drawdown since its inception was -24.79%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SIFAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SIFAX vs. VOO - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) is 0.98%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.40%. This indicates that SIFAX 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.