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
Key characteristics
SSGVX:
0.59
VOO:
2.21
SSGVX:
0.87
VOO:
2.93
SSGVX:
1.11
VOO:
1.41
SSGVX:
0.66
VOO:
3.25
SSGVX:
2.14
VOO:
14.47
SSGVX:
3.22%
VOO:
1.90%
SSGVX:
11.58%
VOO:
12.43%
SSGVX:
-39.14%
VOO:
-33.99%
SSGVX:
-8.89%
VOO:
-2.87%
Returns By Period
In the year-to-date period, SSGVX achieves a 4.75% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, SSGVX has underperformed VOO with an annualized return of 3.59%, while VOO has yielded a comparatively higher 13.04% annualized return.
SSGVX
4.75%
-1.67%
-1.00%
7.66%
4.20%
3.59%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
Dividends
SSGVX vs. VOO - Dividend Comparison
SSGVX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGVX State Street Global All Cap Equity ex-U.S.Index Portfolio | 0.00% | 2.96% | 2.35% | 2.58% | 1.66% | 2.96% | 3.02% | 2.33% | 1.57% | 2.15% | 0.64% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SSGVX vs. VOO - Drawdown Comparison
The maximum SSGVX drawdown since its inception was -39.14%, 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.
Volatility
SSGVX vs. VOO - Volatility Comparison
The current volatility for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) is 2.73%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. 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.