SSPIX vs. VT
Compare and contrast key facts about SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Vanguard Total World Stock ETF (VT).
SSPIX is managed by Blackrock. It was launched on Feb 28, 1996. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSPIX or VT.
Correlation
The correlation between SSPIX and VT is 0.94, 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. VT - Performance Comparison
Key characteristics
SSPIX:
0.69
VT:
1.68
SSPIX:
0.90
VT:
2.29
SSPIX:
1.16
VT:
1.30
SSPIX:
0.83
VT:
2.47
SSPIX:
2.31
VT:
9.82
SSPIX:
4.97%
VT:
2.04%
SSPIX:
16.56%
VT:
11.97%
SSPIX:
-58.35%
VT:
-50.27%
SSPIX:
-9.31%
VT:
0.00%
Returns By Period
In the year-to-date period, SSPIX achieves a 4.34% return, which is significantly lower than VT's 5.52% return. Over the past 10 years, SSPIX has underperformed VT with an annualized return of 8.30%, while VT has yielded a comparatively higher 9.47% annualized return.
SSPIX
4.34%
2.30%
-1.00%
11.32%
6.80%
8.30%
VT
5.52%
3.76%
8.02%
19.33%
10.76%
9.47%
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SSPIX vs. VT - Expense Ratio Comparison
SSPIX has a 0.25% expense ratio, which is higher than VT's 0.07% 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. VT — Risk-Adjusted Performance Rank
SSPIX
VT
SSPIX vs. VT - 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 Total World Stock ETF (VT). 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. VT - Dividend Comparison
SSPIX's dividend yield for the trailing twelve months is around 1.16%, less than VT's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSPIX SEI Institutional Managed Trust S&P 500 Index Fund | 1.16% | 1.21% | 1.30% | 1.57% | 1.06% | 1.41% | 1.62% | 2.22% | 1.44% | 1.64% | 1.63% | 1.70% |
VT Vanguard Total World Stock ETF | 1.85% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
SSPIX vs. VT - Drawdown Comparison
The maximum SSPIX drawdown since its inception was -58.35%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SSPIX and VT. For additional features, visit the drawdowns tool.
Volatility
SSPIX vs. VT - Volatility Comparison
SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Vanguard Total World Stock ETF (VT) have volatilities of 3.19% and 3.05%, 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.