SUI vs. VOO
Compare and contrast key facts about Sun Communities, Inc. (SUI) and Vanguard S&P 500 ETF (VOO).
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: SUI or VOO.
Correlation
The correlation between SUI and VOO is 0.44, 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
SUI vs. VOO - Performance Comparison
Key characteristics
SUI:
-0.03
VOO:
1.76
SUI:
0.12
VOO:
2.37
SUI:
1.02
VOO:
1.32
SUI:
-0.02
VOO:
2.66
SUI:
-0.07
VOO:
11.10
SUI:
10.33%
VOO:
2.02%
SUI:
23.71%
VOO:
12.79%
SUI:
-74.04%
VOO:
-33.99%
SUI:
-34.85%
VOO:
-2.11%
Returns By Period
The year-to-date returns for both stocks are quite close, with SUI having a 2.52% return and VOO slightly lower at 2.40%. Over the past 10 years, SUI has underperformed VOO with an annualized return of 9.53%, while VOO has yielded a comparatively higher 13.03% annualized return.
SUI
2.52%
0.76%
-3.82%
-0.91%
-3.76%
9.53%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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Risk-Adjusted Performance
SUI vs. VOO — Risk-Adjusted Performance Rank
SUI
VOO
SUI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) 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
SUI vs. VOO - Dividend Comparison
SUI's dividend yield for the trailing twelve months is around 2.98%, more than VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SUI Sun Communities, Inc. | 2.98% | 3.06% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% | 4.30% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SUI vs. VOO - Drawdown Comparison
The maximum SUI drawdown since its inception was -74.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SUI and VOO. For additional features, visit the drawdowns tool.
Volatility
SUI vs. VOO - Volatility Comparison
Sun Communities, Inc. (SUI) has a higher volatility of 6.16% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that SUI'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.