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.
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.
Performance
SSPIX vs. VOOG - Performance Comparison
Key characteristics
SSPIX:
-0.06
VOOG:
0.62
SSPIX:
0.10
VOOG:
1.01
SSPIX:
1.02
VOOG:
1.14
SSPIX:
-0.03
VOOG:
0.70
SSPIX:
-0.08
VOOG:
2.34
SSPIX:
9.57%
VOOG:
6.61%
SSPIX:
22.00%
VOOG:
24.78%
SSPIX:
-58.35%
VOOG:
-32.73%
SSPIX:
-16.05%
VOOG:
-8.94%
Returns By Period
In the year-to-date period, SSPIX achieves a -3.41% return, which is significantly higher than VOOG's -4.23% return. Over the past 10 years, SSPIX has underperformed VOOG with an annualized return of 7.48%, while VOOG has yielded a comparatively higher 14.25% annualized return.
SSPIX
-3.41%
3.84%
-14.62%
-1.27%
8.08%
7.48%
VOOG
-4.23%
5.14%
-3.79%
15.25%
16.12%
14.25%
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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.
Dividends
SSPIX vs. VOOG - Dividend Comparison
SSPIX's dividend yield for the trailing twelve months is around 1.24%, more than VOOG's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSPIX SEI Institutional Managed Trust S&P 500 Index Fund | 1.24% | 1.21% | 1.30% | 1.57% | 1.06% | 1.41% | 1.62% | 2.22% | 1.44% | 1.64% | 1.63% | 1.70% |
VOOG Vanguard S&P 500 Growth ETF | 0.58% | 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 -58.35%, 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. For additional features, visit the drawdowns tool.
Volatility
SSPIX vs. VOOG - Volatility Comparison
The current volatility for SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) is 6.81%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 8.26%. 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.