SJW vs. VOO
Compare and contrast key facts about SJW Group (SJW) and Vanguard S&P 500 ETF (VOO).
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: SJW or VOO.
Correlation
The correlation between SJW and VOO is 0.39, 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
SJW vs. VOO - Performance Comparison
Key characteristics
SJW:
-0.14
VOO:
1.47
SJW:
-0.04
VOO:
1.99
SJW:
1.00
VOO:
1.27
SJW:
-0.08
VOO:
2.23
SJW:
-0.34
VOO:
9.05
SJW:
10.18%
VOO:
2.08%
SJW:
24.16%
VOO:
12.84%
SJW:
-54.53%
VOO:
-33.99%
SJW:
-33.25%
VOO:
-3.08%
Returns By Period
In the year-to-date period, SJW achieves a 7.90% return, which is significantly higher than VOO's 1.40% return. Over the past 10 years, SJW has underperformed VOO with an annualized return of 7.50%, while VOO has yielded a comparatively higher 13.01% annualized return.
SJW
7.90%
7.03%
-9.31%
-3.83%
-1.31%
7.50%
VOO
1.40%
-1.79%
6.13%
17.41%
15.83%
13.01%
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Risk-Adjusted Performance
SJW vs. VOO — Risk-Adjusted Performance Rank
SJW
VOO
SJW vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SJW Group (SJW) 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
SJW vs. VOO - Dividend Comparison
SJW's dividend yield for the trailing twelve months is around 3.08%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJW SJW Group | 3.08% | 3.25% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.45% | 2.63% | 2.34% |
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
SJW vs. VOO - Drawdown Comparison
The maximum SJW drawdown since its inception was -54.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SJW and VOO. For additional features, visit the drawdowns tool.
Volatility
SJW vs. VOO - Volatility Comparison
SJW Group (SJW) has a higher volatility of 7.78% compared to Vanguard S&P 500 ETF (VOO) at 3.70%. This indicates that SJW'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.