SPFIX vs. VUAA.DE
Compare and contrast key facts about Shelton Capital Management S&P 500 Index Fund (SPFIX) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE).
SPFIX is managed by Blackrock. It was launched on Apr 20, 1992. VUAA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPFIX or VUAA.DE.
Correlation
The correlation between SPFIX and VUAA.DE is 0.61, 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
SPFIX vs. VUAA.DE - Performance Comparison
Key characteristics
SPFIX:
0.52
VUAA.DE:
2.11
SPFIX:
0.70
VUAA.DE:
2.91
SPFIX:
1.13
VUAA.DE:
1.42
SPFIX:
0.62
VUAA.DE:
3.27
SPFIX:
1.60
VUAA.DE:
14.20
SPFIX:
5.42%
VUAA.DE:
1.89%
SPFIX:
16.85%
VUAA.DE:
12.72%
SPFIX:
-54.81%
VUAA.DE:
-33.67%
SPFIX:
-10.49%
VUAA.DE:
0.00%
Returns By Period
In the year-to-date period, SPFIX achieves a 3.23% return, which is significantly lower than VUAA.DE's 3.85% return.
SPFIX
3.23%
4.16%
-0.54%
8.15%
6.27%
7.67%
VUAA.DE
3.85%
3.45%
19.79%
26.88%
14.85%
N/A
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SPFIX vs. VUAA.DE - Expense Ratio Comparison
SPFIX has a 0.43% expense ratio, which is higher than VUAA.DE's 0.07% expense ratio.
Risk-Adjusted Performance
SPFIX vs. VUAA.DE — Risk-Adjusted Performance Rank
SPFIX
VUAA.DE
SPFIX vs. VUAA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P 500 Index Fund (SPFIX) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE). 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
SPFIX vs. VUAA.DE - Dividend Comparison
SPFIX's dividend yield for the trailing twelve months is around 0.99%, while VUAA.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPFIX Shelton Capital Management S&P 500 Index Fund | 0.99% | 1.03% | 1.21% | 1.45% | 0.96% | 1.22% | 1.72% | 1.64% | 1.64% | 1.91% | 1.89% | 1.58% |
VUAA.DE Vanguard S&P 500 UCITS USD Acc ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPFIX vs. VUAA.DE - Drawdown Comparison
The maximum SPFIX drawdown since its inception was -54.81%, which is greater than VUAA.DE's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for SPFIX and VUAA.DE. For additional features, visit the drawdowns tool.
Volatility
SPFIX vs. VUAA.DE - Volatility Comparison
The current volatility for Shelton Capital Management S&P 500 Index Fund (SPFIX) is 3.48%, while Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) has a volatility of 4.48%. This indicates that SPFIX experiences smaller price fluctuations and is considered to be less risky than VUAA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.