SPMIX vs. VOO
Compare and contrast key facts about Shelton Capital Management S&P Midcap Index Fund (SPMIX) and Vanguard S&P 500 ETF (VOO).
SPMIX is managed by BlackRock. It was launched on Apr 20, 1992. 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.
Performance
SPMIX vs. VOO - Performance Comparison
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SPMIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPMIX Shelton Capital Management S&P Midcap Index Fund | 2.14% | 6.72% | 24.42% | 15.96% | -13.18% | 23.73% | 12.97% | 34.63% | -11.34% | 15.74% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SPMIX achieves a 2.14% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, SPMIX has underperformed VOO with an annualized return of 11.84%, while VOO has yielded a comparatively higher 14.14% annualized return.
SPMIX
- 1D
- 2.66%
- 1M
- -6.41%
- YTD
- 2.14%
- 6M
- 3.51%
- 1Y
- 15.83%
- 3Y*
- 14.91%
- 5Y*
- 8.01%
- 10Y*
- 11.84%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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SPMIX vs. VOO - Expense Ratio Comparison
SPMIX has a 0.62% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SPMIX vs. VOO — Risk / Return Rank
SPMIX
VOO
SPMIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P Midcap Index Fund (SPMIX) 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.
| SPMIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.01 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.53 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.55 | -0.38 |
Martin ratioReturn relative to average drawdown | 5.05 | 7.31 | -2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPMIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.01 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.71 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.79 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.83 | -0.38 |
Correlation
The correlation between SPMIX and VOO is 0.87, 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.
Dividends
SPMIX vs. VOO - Dividend Comparison
SPMIX's dividend yield for the trailing twelve months is around 5.37%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMIX Shelton Capital Management S&P Midcap Index Fund | 5.37% | 5.55% | 20.56% | 6.35% | 9.15% | 9.87% | 8.65% | 13.64% | 13.74% | 6.83% | 16.77% | 19.89% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SPMIX vs. VOO - Drawdown Comparison
The maximum SPMIX drawdown since its inception was -55.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SPMIX and VOO.
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Drawdown Indicators
| SPMIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.44% | -33.99% | -21.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -11.98% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -24.00% | -24.52% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -41.91% | -33.99% | -7.92% |
Current DrawdownCurrent decline from peak | -6.47% | -5.55% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -3.72% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.55% | +0.72% |
Volatility
SPMIX vs. VOO - Volatility Comparison
Shelton Capital Management S&P Midcap Index Fund (SPMIX) has a higher volatility of 6.37% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that SPMIX'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.
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Volatility by Period
| SPMIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.34% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 9.47% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.87% | 18.11% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 16.82% | +3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 17.99% | +3.30% |