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.
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.
Performance
SSHFX vs. VOO - Performance Comparison
Key characteristics
SSHFX:
-0.72
VOO:
0.57
SSHFX:
-0.73
VOO:
0.92
SSHFX:
0.84
VOO:
1.13
SSHFX:
-0.53
VOO:
0.59
SSHFX:
-1.30
VOO:
2.33
SSHFX:
14.47%
VOO:
4.70%
SSHFX:
26.26%
VOO:
19.10%
SSHFX:
-57.68%
VOO:
-33.99%
SSHFX:
-30.11%
VOO:
-8.61%
Returns By Period
In the year-to-date period, SSHFX achieves a -6.92% return, which is significantly lower than VOO's -4.39% return. Over the past 10 years, SSHFX has underperformed VOO with an annualized return of -2.39%, while VOO has yielded a comparatively higher 12.23% annualized return.
SSHFX
-6.92%
-5.10%
-24.30%
-17.93%
2.70%
-2.39%
VOO
-4.39%
-0.47%
-1.13%
13.11%
16.41%
12.23%
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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.
Dividends
SSHFX vs. VOO - Dividend Comparison
SSHFX's dividend yield for the trailing twelve months is around 1.39%, more than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSHFX Sound Shore Fund | 1.39% | 1.29% | 0.68% | 1.01% | 1.06% | 0.76% | 0.92% | 1.37% | 1.14% | 1.05% | 0.95% | 2.07% |
VOO Vanguard S&P 500 ETF | 1.36% | 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. For additional features, visit the drawdowns tool.
Volatility
SSHFX vs. VOO - Volatility Comparison
The current volatility for Sound Shore Fund (SSHFX) is 11.96%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.84%. This indicates that SSHFX 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.