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:
0.54
VOO:
2.04
SSGVX:
0.80
VOO:
2.72
SSGVX:
1.10
VOO:
1.38
SSGVX:
0.59
VOO:
3.09
SSGVX:
1.62
VOO:
13.04
SSGVX:
3.84%
VOO:
2.00%
SSGVX:
11.50%
VOO:
12.79%
SSGVX:
-35.80%
VOO:
-33.99%
SSGVX:
-8.67%
VOO:
-2.15%
Returns By Period
Over the past 10 years, SSGVX has underperformed VOO with an annualized return of 4.90%, while VOO has yielded a comparatively higher 13.46% annualized return.
SSGVX
0.00%
-2.45%
-3.24%
7.90%
3.81%
4.90%
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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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.
Dividends
SSGVX vs. VOO - Dividend Comparison
SSGVX's dividend yield for the trailing twelve months is around 3.09%, more than VOO's 1.23% 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 | 3.09% | 3.09% | 2.96% | 2.35% | 2.58% | 1.66% | 2.96% | 3.02% | 2.33% | 1.57% | 2.15% | 0.64% |
VOO Vanguard S&P 500 ETF | 1.23% | 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.
Volatility
SSGVX vs. VOO - Volatility Comparison
The current volatility for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) is 3.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.96%. 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.