SM vs. VOO
Compare and contrast key facts about SM Energy Company (SM) 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: SM or VOO.
Correlation
The correlation between SM and VOO is 0.41, 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
SM vs. VOO - Performance Comparison
Key characteristics
SM:
0.12
VOO:
1.92
SM:
0.42
VOO:
2.58
SM:
1.05
VOO:
1.35
SM:
0.08
VOO:
2.88
SM:
0.29
VOO:
12.03
SM:
16.02%
VOO:
2.02%
SM:
38.11%
VOO:
12.69%
SM:
-98.85%
VOO:
-33.99%
SM:
-54.42%
VOO:
0.00%
Returns By Period
In the year-to-date period, SM achieves a 0.12% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, SM has underperformed VOO with an annualized return of -1.20%, while VOO has yielded a comparatively higher 13.28% annualized return.
SM
0.12%
-10.19%
-11.71%
-0.62%
35.97%
-1.20%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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Risk-Adjusted Performance
SM vs. VOO — Risk-Adjusted Performance Rank
SM
VOO
SM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SM Energy Company (SM) 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
SM vs. VOO - Dividend Comparison
SM's dividend yield for the trailing twelve months is around 1.97%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SM SM Energy Company | 1.97% | 1.91% | 1.55% | 0.46% | 0.07% | 0.33% | 0.89% | 0.65% | 0.45% | 0.29% | 0.51% | 0.26% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SM vs. VOO - Drawdown Comparison
The maximum SM drawdown since its inception was -98.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SM and VOO. For additional features, visit the drawdowns tool.
Volatility
SM vs. VOO - Volatility Comparison
SM Energy Company (SM) has a higher volatility of 10.41% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that SM'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.