SSIFX vs. SPWO
Compare and contrast key facts about Sextant International Fund (SSIFX) and SP Funds S&P World ETF (SPWO).
SSIFX is managed by Sextant Mutual Funds. It was launched on Sep 27, 1995. SPWO is a passively managed fund by SP Funds that tracks the performance of the S&P DM Ex-U.S. & EM 50/50 Shariah Index - Benchmark TR Net. It was launched on Dec 19, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSIFX or SPWO.
Correlation
The correlation between SSIFX and SPWO is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SSIFX vs. SPWO - Performance Comparison
Loading data...
Key characteristics
SSIFX:
0.07
SPWO:
0.29
SSIFX:
0.25
SPWO:
0.64
SSIFX:
1.03
SPWO:
1.08
SSIFX:
0.06
SPWO:
0.39
SSIFX:
0.21
SPWO:
1.43
SSIFX:
6.47%
SPWO:
4.97%
SSIFX:
20.99%
SPWO:
20.51%
SSIFX:
-56.24%
SPWO:
-18.02%
SSIFX:
-5.92%
SPWO:
-1.34%
Returns By Period
In the year-to-date period, SSIFX achieves a 7.96% return, which is significantly higher than SPWO's 6.85% return.
SSIFX
7.96%
13.16%
7.42%
1.45%
8.80%
4.47%
SPWO
6.85%
10.19%
6.54%
5.77%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSIFX vs. SPWO - Expense Ratio Comparison
SSIFX has a 1.27% expense ratio, which is higher than SPWO's 0.55% expense ratio.
Risk-Adjusted Performance
SSIFX vs. SPWO — Risk-Adjusted Performance Rank
SSIFX
SPWO
SSIFX vs. SPWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant International Fund (SSIFX) and SP Funds S&P World ETF (SPWO). 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.
Loading data...
Dividends
SSIFX vs. SPWO - Dividend Comparison
SSIFX has not paid dividends to shareholders, while SPWO's dividend yield for the trailing twelve months is around 1.34%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SSIFX Sextant International Fund | 0.00% | 0.00% | 0.34% | 0.00% | 0.57% | 0.36% | 0.58% | 1.03% | 1.39% | 1.30% | 1.86% | 4.20% |
SPWO SP Funds S&P World ETF | 1.34% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSIFX vs. SPWO - Drawdown Comparison
The maximum SSIFX drawdown since its inception was -56.24%, which is greater than SPWO's maximum drawdown of -18.02%. Use the drawdown chart below to compare losses from any high point for SSIFX and SPWO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SSIFX vs. SPWO - Volatility Comparison
Sextant International Fund (SSIFX) has a higher volatility of 4.74% compared to SP Funds S&P World ETF (SPWO) at 4.05%. This indicates that SSIFX's price experiences larger fluctuations and is considered to be riskier than SPWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...