BAESY vs. VOO
Compare and contrast key facts about BAE Systems PLC (BAESY) 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: BAESY or VOO.
Correlation
The correlation between BAESY and VOO is 0.28, 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.
Performance
BAESY vs. VOO - Performance Comparison
Key characteristics
BAESY:
0.16
VOO:
1.98
BAESY:
0.37
VOO:
2.65
BAESY:
1.05
VOO:
1.36
BAESY:
0.18
VOO:
2.98
BAESY:
0.42
VOO:
12.44
BAESY:
8.88%
VOO:
2.02%
BAESY:
24.11%
VOO:
12.69%
BAESY:
-54.58%
VOO:
-33.99%
BAESY:
-13.86%
VOO:
0.00%
Returns By Period
In the year-to-date period, BAESY achieves a 7.59% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, BAESY has underperformed VOO with an annualized return of 11.06%, while VOO has yielded a comparatively higher 13.25% annualized return.
BAESY
7.59%
3.76%
-10.12%
1.42%
18.12%
11.06%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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Risk-Adjusted Performance
BAESY vs. VOO — Risk-Adjusted Performance Rank
BAESY
VOO
BAESY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BAE Systems PLC (BAESY) 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
BAESY vs. VOO - Dividend Comparison
BAESY's dividend yield for the trailing twelve months is around 2.58%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAESY BAE Systems PLC | 2.58% | 2.77% | 2.45% | 3.16% | 4.45% | 7.23% | 3.75% | 5.11% | 3.49% | 3.94% | 4.36% | 4.62% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BAESY vs. VOO - Drawdown Comparison
The maximum BAESY drawdown since its inception was -54.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BAESY and VOO. For additional features, visit the drawdowns tool.
Volatility
BAESY vs. VOO - Volatility Comparison
BAE Systems PLC (BAESY) has a higher volatility of 10.50% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that BAESY'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.