SSPIX vs. VWCE.DE
Compare and contrast key facts about SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Vanguard FTSE All-World UCITS ETF (VWCE.DE).
SSPIX is managed by Blackrock. It was launched on Feb 28, 1996. VWCE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSPIX or VWCE.DE.
Correlation
The correlation between SSPIX and VWCE.DE is 0.63, 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
SSPIX vs. VWCE.DE - Performance Comparison
Key characteristics
SSPIX:
-0.06
VWCE.DE:
0.34
SSPIX:
0.10
VWCE.DE:
0.53
SSPIX:
1.02
VWCE.DE:
1.08
SSPIX:
-0.03
VWCE.DE:
0.25
SSPIX:
-0.08
VWCE.DE:
0.95
SSPIX:
9.57%
VWCE.DE:
5.62%
SSPIX:
22.00%
VWCE.DE:
16.40%
SSPIX:
-58.35%
VWCE.DE:
-33.43%
SSPIX:
-16.05%
VWCE.DE:
-10.76%
Returns By Period
In the year-to-date period, SSPIX achieves a -3.41% return, which is significantly higher than VWCE.DE's -6.22% return.
SSPIX
-3.41%
3.84%
-14.62%
-1.27%
8.08%
7.48%
VWCE.DE
-6.22%
13.07%
-5.33%
5.65%
12.42%
N/A
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SSPIX vs. VWCE.DE - Expense Ratio Comparison
SSPIX has a 0.25% expense ratio, which is higher than VWCE.DE's 0.22% 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. VWCE.DE — Risk-Adjusted Performance Rank
SSPIX
VWCE.DE
SSPIX vs. VWCE.DE - 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 FTSE All-World UCITS ETF (VWCE.DE). 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. VWCE.DE - Dividend Comparison
SSPIX's dividend yield for the trailing twelve months is around 1.24%, while VWCE.DE has not paid dividends to shareholders.
| 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% |
VWCE.DE Vanguard FTSE All-World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSPIX vs. VWCE.DE - Drawdown Comparison
The maximum SSPIX drawdown since its inception was -58.35%, which is greater than VWCE.DE's maximum drawdown of -33.43%. Use the drawdown chart below to compare losses from any high point for SSPIX and VWCE.DE. For additional features, visit the drawdowns tool.
Volatility
SSPIX vs. VWCE.DE - Volatility Comparison
The current volatility for SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) is 6.81%, while Vanguard FTSE All-World UCITS ETF (VWCE.DE) has a volatility of 7.35%. This indicates that SSPIX experiences smaller price fluctuations and is considered to be less risky than VWCE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.