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.
Performance
SIFAX vs. VOO - Performance Comparison
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SIFAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 9.34% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
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, SIFAX achieves a 9.34% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, SIFAX has underperformed VOO with an annualized return of 3.95%, while VOO has yielded a comparatively higher 14.05% annualized return.
SIFAX
- 1D
- 0.46%
- 1M
- 2.61%
- YTD
- 9.34%
- 6M
- 11.23%
- 1Y
- 11.09%
- 3Y*
- 7.29%
- 5Y*
- 6.95%
- 10Y*
- 3.95%
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%
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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.
Return for Risk
SIFAX vs. VOO — Risk / Return Rank
SIFAX
VOO
SIFAX vs. VOO - Risk-Adjusted Trends 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.
| SIFAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 0.98 | +1.21 |
Sortino ratioReturn per unit of downside risk | 3.07 | 1.50 | +1.57 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.23 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.74 | 1.53 | +2.20 |
Martin ratioReturn relative to average drawdown | 9.56 | 7.29 | +2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SIFAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.98 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 0.70 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.83 | -0.47 |
Correlation
The correlation between SIFAX and VOO is 0.26, 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.
Dividends
SIFAX vs. VOO - Dividend Comparison
SIFAX's dividend yield for the trailing twelve months is around 4.16%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.16% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
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
SIFAX vs. VOO - Drawdown Comparison
The maximum SIFAX drawdown since its inception was -23.62%, 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.
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Drawdown Indicators
| SIFAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -33.99% | +10.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -11.98% | +8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -8.32% | -24.52% | +16.20% |
Max Drawdown (10Y)Largest decline over 10 years | -14.69% | -33.99% | +19.30% |
Current DrawdownCurrent decline from peak | 0.00% | -6.29% | +6.29% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -3.72% | -4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 2.52% | -1.27% |
Volatility
SIFAX vs. VOO - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) is 2.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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.
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Volatility by Period
| SIFAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.03% | 5.29% | -3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 3.91% | 9.44% | -5.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.30% | 18.10% | -12.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.50% | 16.82% | -11.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 17.99% | -12.83% |