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:
0.98
VOO:
1.76
SSGVX:
1.38
VOO:
2.37
SSGVX:
1.17
VOO:
1.32
SSGVX:
1.05
VOO:
2.66
SSGVX:
2.68
VOO:
11.10
SSGVX:
4.16%
VOO:
2.02%
SSGVX:
11.43%
VOO:
12.79%
SSGVX:
-35.80%
VOO:
-33.99%
SSGVX:
-2.80%
VOO:
-2.11%
Returns By Period
In the year-to-date period, SSGVX achieves a 6.42% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, SSGVX has underperformed VOO with an annualized return of 4.96%, while VOO has yielded a comparatively higher 13.03% annualized return.
SSGVX
6.42%
3.91%
1.22%
10.17%
5.78%
4.96%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 2.90%, more than VOO's 1.22% 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 | 2.90% | 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 | 1.22% | 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 2.94%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. 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.