SIOAX vs. VOO
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Income Fund (SIOAX) and Vanguard S&P 500 ETF (VOO).
SIOAX 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: SIOAX or VOO.
Correlation
The correlation between SIOAX and VOO is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SIOAX vs. VOO - Performance Comparison
Key characteristics
SIOAX:
2.92
VOO:
1.98
SIOAX:
4.14
VOO:
2.65
SIOAX:
1.60
VOO:
1.36
SIOAX:
2.31
VOO:
2.98
SIOAX:
13.66
VOO:
12.44
SIOAX:
0.76%
VOO:
2.02%
SIOAX:
3.55%
VOO:
12.69%
SIOAX:
-22.10%
VOO:
-33.99%
SIOAX:
0.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, SIOAX achieves a 1.95% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, SIOAX has underperformed VOO with an annualized return of 3.97%, while VOO has yielded a comparatively higher 13.30% annualized return.
SIOAX
1.95%
1.74%
3.29%
9.76%
2.57%
3.97%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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SIOAX vs. VOO - Expense Ratio Comparison
SIOAX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SIOAX vs. VOO — Risk-Adjusted Performance Rank
SIOAX
VOO
SIOAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Multi-Asset Income Fund (SIOAX) 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
SIOAX vs. VOO - Dividend Comparison
SIOAX's dividend yield for the trailing twelve months is around 5.88%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIOAX SEI Institutional Managed Trust Multi-Asset Income Fund | 5.88% | 6.10% | 6.50% | 6.07% | 3.43% | 3.06% | 4.22% | 3.29% | 3.45% | 4.28% | 5.28% | 3.94% |
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
SIOAX vs. VOO - Drawdown Comparison
The maximum SIOAX drawdown since its inception was -22.10%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SIOAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SIOAX vs. VOO - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Income Fund (SIOAX) is 0.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that SIOAX 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.