SSSFX vs. VOO
Compare and contrast key facts about SouthernSun Small Cap (SSSFX) and Vanguard S&P 500 ETF (VOO).
SSSFX is managed by AMG. It was launched on Oct 1, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
SSSFX vs. VOO - Performance Comparison
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SSSFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 2.36% | 4.72% | 3.46% | 12.52% | -1.86% | 21.87% | 14.08% | 35.45% | -24.32% | 18.03% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SSSFX achieves a 2.36% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, SSSFX has underperformed VOO with an annualized return of 8.56%, while VOO has yielded a comparatively higher 14.05% annualized return.
SSSFX
- 1D
- -1.35%
- 1M
- -8.90%
- YTD
- 2.36%
- 6M
- -0.53%
- 1Y
- 21.35%
- 3Y*
- 6.28%
- 5Y*
- 4.75%
- 10Y*
- 8.56%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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SSSFX vs. VOO - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SSSFX vs. VOO — Risk / Return Rank
SSSFX
VOO
SSSFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and Vanguard S&P 500 ETF (VOO). 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.
| SSSFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.98 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.50 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.53 | -0.27 |
Martin ratioReturn relative to average drawdown | 3.55 | 7.29 | -3.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSSFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.98 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.70 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.83 | -0.46 |
Correlation
The correlation between SSSFX and VOO is 0.78, 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.
Dividends
SSSFX vs. VOO - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 4.93%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 4.93% | 5.04% | 13.93% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SSSFX vs. VOO - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -65.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SSSFX and VOO.
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Drawdown Indicators
| SSSFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.85% | -33.99% | -31.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -11.98% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -24.52% | -8.24% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -33.99% | -11.21% |
Current DrawdownCurrent decline from peak | -13.55% | -6.29% | -7.26% |
Average DrawdownAverage peak-to-trough decline | -10.93% | -3.72% | -7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 2.52% | +2.60% |
Volatility
SSSFX vs. VOO - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 6.52% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSSFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 5.29% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 9.44% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.71% | 18.10% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 16.82% | +5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 17.99% | +5.26% |