SSPIX vs. VTI
Compare and contrast key facts about SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Vanguard Total Stock Market ETF (VTI).
SSPIX is managed by Blackrock. It was launched on Feb 28, 1996. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSPIX or VTI.
Correlation
The correlation between SSPIX and VTI is 0.99, 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. VTI - Performance Comparison
Key characteristics
SSPIX:
-0.06
VTI:
0.47
SSPIX:
0.10
VTI:
0.83
SSPIX:
1.02
VTI:
1.12
SSPIX:
-0.03
VTI:
0.51
SSPIX:
-0.08
VTI:
1.94
SSPIX:
9.57%
VTI:
5.07%
SSPIX:
22.00%
VTI:
19.98%
SSPIX:
-58.35%
VTI:
-55.45%
SSPIX:
-16.05%
VTI:
-7.97%
Returns By Period
In the year-to-date period, SSPIX achieves a -3.41% return, which is significantly higher than VTI's -3.75% return. Over the past 10 years, SSPIX has underperformed VTI with an annualized return of 7.48%, while VTI has yielded a comparatively higher 11.77% annualized return.
SSPIX
-3.41%
3.84%
-14.62%
-1.27%
8.08%
7.48%
VTI
-3.75%
3.53%
-5.68%
9.27%
15.26%
11.77%
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SSPIX vs. VTI - Expense Ratio Comparison
SSPIX has a 0.25% expense ratio, which is higher than VTI's 0.03% 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. VTI — Risk-Adjusted Performance Rank
SSPIX
VTI
SSPIX vs. VTI - 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 Stock Market ETF (VTI). 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. VTI - Dividend Comparison
SSPIX's dividend yield for the trailing twelve months is around 1.24%, less than VTI's 1.35% 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% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SSPIX vs. VTI - Drawdown Comparison
The maximum SSPIX drawdown since its inception was -58.35%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SSPIX and VTI. For additional features, visit the drawdowns tool.
Volatility
SSPIX vs. VTI - Volatility Comparison
The current volatility for SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) is 6.81%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 7.23%. This indicates that SSPIX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.