Correlation
The correlation between SSPIX and VOOG is 0.95, 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.
SSPIX vs. VOOG
Compare and contrast key facts about SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Vanguard S&P 500 Growth ETF (VOOG).
SSPIX is managed by Blackrock. It was launched on Feb 28, 1996. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: SSPIX or VOOG.
Performance
SSPIX vs. VOOG - Performance Comparison
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Key characteristics
SSPIX:
0.72
VOOG:
0.81
SSPIX:
1.02
VOOG:
1.14
SSPIX:
1.15
VOOG:
1.16
SSPIX:
0.67
VOOG:
0.81
SSPIX:
2.54
VOOG:
2.71
SSPIX:
4.95%
VOOG:
6.66%
SSPIX:
19.77%
VOOG:
25.20%
SSPIX:
-55.65%
VOOG:
-32.73%
SSPIX:
-3.50%
VOOG:
-2.88%
Returns By Period
In the year-to-date period, SSPIX achieves a 0.93% return, which is significantly lower than VOOG's 2.14% return. Over the past 10 years, SSPIX has underperformed VOOG with an annualized return of 12.51%, while VOOG has yielded a comparatively higher 14.84% annualized return.
SSPIX
0.93%
6.28%
-1.56%
14.05%
13.99%
15.61%
12.51%
VOOG
2.14%
9.55%
2.92%
20.35%
17.26%
16.67%
14.84%
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SSPIX vs. VOOG - Expense Ratio Comparison
SSPIX has a 0.25% expense ratio, which is higher than VOOG's 0.10% 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
SSPIX vs. VOOG — Risk-Adjusted Performance Rank
SSPIX
VOOG
SSPIX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Vanguard S&P 500 Growth ETF (VOOG). 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
SSPIX vs. VOOG - Dividend Comparison
SSPIX's dividend yield for the trailing twelve months is around 12.63%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSPIX SEI Institutional Managed Trust S&P 500 Index Fund | 12.63% | 12.73% | 4.51% | 10.84% | 7.47% | 6.18% | 4.46% | 4.37% | 2.30% | 4.62% | 1.77% | 11.01% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
SSPIX vs. VOOG - Drawdown Comparison
The maximum SSPIX drawdown since its inception was -55.65%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for SSPIX and VOOG.
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Volatility
SSPIX vs. VOOG - Volatility Comparison
The current volatility for SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) is 4.77%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that SSPIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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