SPMIX vs. VTTHX
Compare and contrast key facts about Shelton Capital Management S&P Midcap Index Fund (SPMIX) and Vanguard Target Retirement 2035 Fund (VTTHX).
SPMIX is managed by Blackrock. It was launched on Apr 20, 1992. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPMIX or VTTHX.
Correlation
The correlation between SPMIX and VTTHX is 0.90, 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. VTTHX - Performance Comparison
Key characteristics
SPMIX:
0.11
VTTHX:
1.50
SPMIX:
0.26
VTTHX:
2.09
SPMIX:
1.04
VTTHX:
1.27
SPMIX:
0.10
VTTHX:
0.75
SPMIX:
0.29
VTTHX:
7.89
SPMIX:
6.72%
VTTHX:
1.63%
SPMIX:
17.78%
VTTHX:
8.64%
SPMIX:
-61.79%
VTTHX:
-51.76%
SPMIX:
-18.23%
VTTHX:
-5.98%
Returns By Period
In the year-to-date period, SPMIX achieves a -0.59% return, which is significantly lower than VTTHX's 2.92% return. Over the past 10 years, SPMIX has underperformed VTTHX with an annualized return of -0.81%, while VTTHX has yielded a comparatively higher 5.18% annualized return.
SPMIX
-0.59%
-5.38%
-7.92%
0.25%
1.41%
-0.81%
VTTHX
2.92%
0.69%
2.72%
11.60%
3.67%
5.18%
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SPMIX vs. VTTHX - Expense Ratio Comparison
SPMIX has a 0.62% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Risk-Adjusted Performance
SPMIX vs. VTTHX — Risk-Adjusted Performance Rank
SPMIX
VTTHX
SPMIX vs. VTTHX - 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 Target Retirement 2035 Fund (VTTHX). 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. VTTHX - Dividend Comparison
SPMIX's dividend yield for the trailing twelve months is around 0.96%, less than VTTHX's 2.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMIX Shelton Capital Management S&P Midcap Index Fund | 0.96% | 0.96% | 1.08% | 1.30% | 1.12% | 1.01% | 1.00% | 1.04% | 0.92% | 0.90% | 1.14% | 0.84% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.51% | 2.59% | 2.48% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% |
Drawdowns
SPMIX vs. VTTHX - Drawdown Comparison
The maximum SPMIX drawdown since its inception was -61.79%, which is greater than VTTHX's maximum drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for SPMIX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
SPMIX vs. VTTHX - Volatility Comparison
Shelton Capital Management S&P Midcap Index Fund (SPMIX) has a higher volatility of 4.05% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.16%. This indicates that SPMIX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.