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:
-1.04
VOO:
2.12
SJW:
-1.40
VOO:
2.82
SJW:
0.84
VOO:
1.39
SJW:
-0.56
VOO:
3.21
SJW:
-2.47
VOO:
13.50
SJW:
9.78%
VOO:
2.01%
SJW:
22.92%
VOO:
12.80%
SJW:
-54.53%
VOO:
-33.99%
SJW:
-42.09%
VOO:
-0.30%
Returns By Period
In the year-to-date period, SJW achieves a -6.40% return, which is significantly lower than VOO's 3.75% return. Over the past 10 years, SJW has underperformed VOO with an annualized return of 5.35%, while VOO has yielded a comparatively higher 13.84% annualized return.
SJW
-6.40%
-7.79%
-23.26%
-21.16%
-7.16%
5.35%
VOO
3.75%
1.12%
12.44%
26.35%
15.29%
13.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.47%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJW SJW Group | 3.47% | 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 | 1.20% | 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 7.23% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. 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.