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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPMIX or VOO.
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.
Performance
SPMIX vs. VOO - Performance Comparison
Key characteristics
SPMIX:
0.35
VOO:
1.92
SPMIX:
0.56
VOO:
2.58
SPMIX:
1.08
VOO:
1.35
SPMIX:
0.31
VOO:
2.88
SPMIX:
0.94
VOO:
12.03
SPMIX:
6.54%
VOO:
2.02%
SPMIX:
17.63%
VOO:
12.69%
SPMIX:
-61.79%
VOO:
-33.99%
SPMIX:
-14.97%
VOO:
0.00%
Returns By Period
In the year-to-date period, SPMIX achieves a 3.38% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, SPMIX has underperformed VOO with an annualized return of -0.41%, while VOO has yielded a comparatively higher 13.28% annualized return.
SPMIX
3.38%
-0.45%
-1.54%
5.24%
2.00%
-0.41%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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.
Risk-Adjusted Performance
SPMIX vs. VOO — Risk-Adjusted Performance Rank
SPMIX
VOO
SPMIX vs. VOO - Risk-Adjusted Performance 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.
Dividends
SPMIX vs. VOO - Dividend Comparison
SPMIX's dividend yield for the trailing twelve months is around 0.93%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMIX Shelton Capital Management S&P Midcap Index Fund | 0.93% | 0.96% | 1.08% | 1.30% | 1.12% | 1.01% | 1.00% | 1.04% | 0.92% | 0.90% | 1.14% | 0.84% |
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
SPMIX vs. VOO - Drawdown Comparison
The maximum SPMIX drawdown since its inception was -61.79%, 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. For additional features, visit the drawdowns tool.
Volatility
SPMIX vs. VOO - Volatility Comparison
Shelton Capital Management S&P Midcap Index Fund (SPMIX) has a higher volatility of 3.69% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. 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.