SSGVX vs. VOO
Compare and contrast key facts about State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) and Vanguard S&P 500 ETF (VOO).
SSGVX is managed by State Street Global Advisors. It was launched on Sep 17, 2014. 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: SSGVX or VOO.
Correlation
The correlation between SSGVX and VOO is 0.71, 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
SSGVX vs. VOO - Performance Comparison
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Key characteristics
SSGVX:
0.67
VOO:
0.52
SSGVX:
1.00
VOO:
0.89
SSGVX:
1.14
VOO:
1.13
SSGVX:
0.75
VOO:
0.57
SSGVX:
2.22
VOO:
2.18
SSGVX:
4.57%
VOO:
4.85%
SSGVX:
15.48%
VOO:
19.11%
SSGVX:
-35.80%
VOO:
-33.99%
SSGVX:
-0.69%
VOO:
-7.67%
Returns By Period
In the year-to-date period, SSGVX achieves a 10.26% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, SSGVX has underperformed VOO with an annualized return of 4.90%, while VOO has yielded a comparatively higher 12.42% annualized return.
SSGVX
10.26%
11.14%
6.13%
9.70%
10.59%
4.90%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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SSGVX vs. VOO - Expense Ratio Comparison
SSGVX has a 0.05% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SSGVX vs. VOO — Risk-Adjusted Performance Rank
SSGVX
VOO
SSGVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) 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.
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Dividends
SSGVX vs. VOO - Dividend Comparison
SSGVX's dividend yield for the trailing twelve months is around 2.80%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGVX State Street Global All Cap Equity ex-U.S.Index Portfolio | 2.80% | 3.09% | 2.96% | 2.35% | 2.58% | 1.66% | 0.30% | 0.30% | 0.28% | 0.16% | 0.22% | 0.64% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SSGVX vs. VOO - Drawdown Comparison
The maximum SSGVX drawdown since its inception was -35.80%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SSGVX and VOO. For additional features, visit the drawdowns tool.
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Volatility
SSGVX vs. VOO - Volatility Comparison
The current volatility for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) is 4.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that SSGVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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