SRGHY vs. VOO
Compare and contrast key facts about Shoprite Holdings Ltd ADR (SRGHY) and Vanguard S&P 500 ETF (VOO).
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: SRGHY or VOO.
Key characteristics
| SRGHY | VOO | |
|---|---|---|
| YTD Return | 16.56% | 19.30% |
| 1Y Return | 38.39% | 28.36% |
| 3Y Return (Ann) | 14.87% | 10.06% |
| 5Y Return (Ann) | 17.86% | 15.26% |
| 10Y Return (Ann) | 5.50% | 12.92% |
| Sharpe Ratio | 1.11 | 2.26 |
| Daily Std Dev | 33.36% | 12.63% |
| Max Drawdown | -75.25% | -33.99% |
| Current Drawdown | -11.35% | -0.28% |
Correlation
The correlation between SRGHY and VOO is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SRGHY vs. VOO - Performance Comparison
In the year-to-date period, SRGHY achieves a 16.56% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, SRGHY has underperformed VOO with an annualized return of 5.50%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SRGHY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shoprite Holdings Ltd ADR (SRGHY) 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
SRGHY vs. VOO - Dividend Comparison
SRGHY's dividend yield for the trailing twelve months is around 2.06%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRGHY Shoprite Holdings Ltd ADR | 2.06% | 2.33% | 2.73% | 2.80% | 2.42% | 2.42% | 2.77% | 2.19% | 2.44% | 3.36% | 2.19% | 4.56% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SRGHY vs. VOO - Drawdown Comparison
The maximum SRGHY drawdown since its inception was -75.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SRGHY and VOO. For additional features, visit the drawdowns tool.
Volatility
SRGHY vs. VOO - Volatility Comparison
Shoprite Holdings Ltd ADR (SRGHY) has a higher volatility of 9.41% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that SRGHY'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.