SOPAX vs. VYM
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and Vanguard High Dividend Yield ETF (VYM).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPAX or VYM.
Correlation
The correlation between SOPAX and VYM is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SOPAX vs. VYM - Performance Comparison
Key characteristics
SOPAX:
0.88
VYM:
2.08
SOPAX:
1.14
VYM:
2.94
SOPAX:
1.18
VYM:
1.37
SOPAX:
0.82
VYM:
3.81
SOPAX:
2.59
VYM:
10.96
SOPAX:
3.95%
VYM:
2.08%
SOPAX:
11.64%
VYM:
10.94%
SOPAX:
-52.17%
VYM:
-56.98%
SOPAX:
-7.88%
VYM:
-0.13%
Returns By Period
In the year-to-date period, SOPAX achieves a 3.24% return, which is significantly lower than VYM's 4.84% return. Over the past 10 years, SOPAX has underperformed VYM with an annualized return of 5.54%, while VYM has yielded a comparatively higher 10.10% annualized return.
SOPAX
3.24%
2.51%
1.34%
8.59%
4.51%
5.54%
VYM
4.84%
2.99%
9.68%
20.49%
10.70%
10.10%
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SOPAX vs. VYM - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
SOPAX vs. VYM — Risk-Adjusted Performance Rank
SOPAX
VYM
SOPAX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) and Vanguard High Dividend Yield ETF (VYM). 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
SOPAX vs. VYM - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.27%, less than VYM's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.27% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
VYM Vanguard High Dividend Yield ETF | 2.61% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
SOPAX vs. VYM - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for SOPAX and VYM. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. VYM - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 2.40%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 2.65%. This indicates that SOPAX experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.