Correlation
The correlation between SSHFX and VOO is 0.89, 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.
SSHFX vs. VOO
Compare and contrast key facts about Sound Shore Fund (SSHFX) and Vanguard S&P 500 ETF (VOO).
SSHFX is managed by Sound Shore. It was launched on May 17, 1985. 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: SSHFX or VOO.
Performance
SSHFX vs. VOO - Performance Comparison
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Key characteristics
SSHFX:
-0.64
VOO:
0.74
SSHFX:
-0.64
VOO:
1.04
SSHFX:
0.86
VOO:
1.15
SSHFX:
-0.49
VOO:
0.68
SSHFX:
-1.05
VOO:
2.58
SSHFX:
16.38%
VOO:
4.93%
SSHFX:
26.52%
VOO:
19.54%
SSHFX:
-57.68%
VOO:
-33.99%
SSHFX:
-27.29%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SSHFX achieves a -3.18% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, SSHFX has underperformed VOO with an annualized return of -2.08%, while VOO has yielded a comparatively higher 12.81% annualized return.
SSHFX
-3.18%
4.03%
-25.68%
-16.81%
-1.43%
2.07%
-2.08%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
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SSHFX vs. VOO - Expense Ratio Comparison
SSHFX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SSHFX vs. VOO — Risk-Adjusted Performance Rank
SSHFX
VOO
SSHFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sound Shore Fund (SSHFX) 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
SSHFX vs. VOO - Dividend Comparison
SSHFX's dividend yield for the trailing twelve months is around 26.74%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSHFX Sound Shore Fund | 26.74% | 25.89% | 4.51% | 4.76% | 27.20% | 7.86% | 7.61% | 8.35% | 11.83% | 7.14% | 12.42% | 12.43% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SSHFX vs. VOO - Drawdown Comparison
The maximum SSHFX drawdown since its inception was -57.68%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SSHFX and VOO.
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Volatility
SSHFX vs. VOO - Volatility Comparison
Sound Shore Fund (SSHFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.93% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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