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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSFX or VOO.
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.
Performance
SSSFX vs. VOO - Performance Comparison
Key characteristics
SSSFX:
-0.34
VOO:
2.22
SSSFX:
-0.28
VOO:
2.95
SSSFX:
0.95
VOO:
1.42
SSSFX:
-0.28
VOO:
3.27
SSSFX:
-1.90
VOO:
14.57
SSSFX:
4.33%
VOO:
1.90%
SSSFX:
24.05%
VOO:
12.47%
SSSFX:
-66.47%
VOO:
-33.99%
SSSFX:
-29.55%
VOO:
-1.77%
Returns By Period
In the year-to-date period, SSSFX achieves a -8.33% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, SSSFX has underperformed VOO with an annualized return of -0.32%, while VOO has yielded a comparatively higher 13.12% annualized return.
SSSFX
-8.33%
-19.29%
-11.34%
-8.78%
0.06%
-0.32%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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.
Risk-Adjusted Performance
SSSFX vs. VOO - Risk-Adjusted Performance 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.
Dividends
SSSFX vs. VOO - Dividend Comparison
SSSFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SouthernSun Small Cap | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.13% | 0.00% | 0.05% |
Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SSSFX vs. VOO - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -66.47%, 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. For additional features, visit the drawdowns tool.
Volatility
SSSFX vs. VOO - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 17.03% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. 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.