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SYM vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SYM and VOO is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

SYM vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Symbotic Inc (SYM) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-38.25%
4.23%
SYM
VOO

Key characteristics

Sharpe Ratio

SYM:

-0.49

VOO:

1.87

Sortino Ratio

SYM:

-0.24

VOO:

2.50

Omega Ratio

SYM:

0.97

VOO:

1.35

Calmar Ratio

SYM:

-0.60

VOO:

2.80

Martin Ratio

SYM:

-1.18

VOO:

11.95

Ulcer Index

SYM:

36.24%

VOO:

1.98%

Daily Std Dev

SYM:

88.16%

VOO:

12.73%

Max Drawdown

SYM:

-71.89%

VOO:

-33.99%

Current Drawdown

SYM:

-61.49%

VOO:

-4.03%

Returns By Period

In the year-to-date period, SYM achieves a 3.21% return, which is significantly higher than VOO's -0.79% return.


SYM

YTD

3.21%

1M

-8.93%

6M

-38.25%

1Y

-42.03%

5Y*

N/A

10Y*

N/A

VOO

YTD

-0.79%

1M

-3.48%

6M

4.23%

1Y

23.66%

5Y*

13.95%

10Y*

13.25%

*Annualized

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Risk-Adjusted Performance

SYM vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SYM
The Risk-Adjusted Performance Rank of SYM is 2222
Overall Rank
The Sharpe Ratio Rank of SYM is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of SYM is 2929
Sortino Ratio Rank
The Omega Ratio Rank of SYM is 2828
Omega Ratio Rank
The Calmar Ratio Rank of SYM is 1313
Calmar Ratio Rank
The Martin Ratio Rank of SYM is 1919
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 8181
Overall Rank
The Sharpe Ratio Rank of VOO is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7979
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 8181
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SYM vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) 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.


The chart of Sharpe ratio for SYM, currently valued at -0.49, compared to the broader market-2.000.002.00-0.491.87
The chart of Sortino ratio for SYM, currently valued at -0.24, compared to the broader market-4.00-2.000.002.004.00-0.242.50
The chart of Omega ratio for SYM, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.35
The chart of Calmar ratio for SYM, currently valued at -0.60, compared to the broader market0.002.004.006.00-0.602.80
The chart of Martin ratio for SYM, currently valued at -1.18, compared to the broader market0.0010.0020.00-1.1811.95
SYM
VOO

The current SYM Sharpe Ratio is -0.49, which is lower than the VOO Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of SYM and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
-0.49
1.87
SYM
VOO

Dividends

SYM vs. VOO - Dividend Comparison

SYM has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.


TTM20242023202220212020201920182017201620152014
SYM
Symbotic Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.25%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

SYM vs. VOO - Drawdown Comparison

The maximum SYM drawdown since its inception was -71.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SYM and VOO. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-61.49%
-4.03%
SYM
VOO

Volatility

SYM vs. VOO - Volatility Comparison

Symbotic Inc (SYM) has a higher volatility of 17.16% compared to Vanguard S&P 500 ETF (VOO) at 4.65%. This indicates that SYM'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.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%AugustSeptemberOctoberNovemberDecember2025
17.16%
4.65%
SYM
VOO