BAM vs. VOO
Compare and contrast key facts about Brookfield Asset Management Inc. (BAM) 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: BAM or VOO.
Correlation
The correlation between BAM and VOO is 0.62, 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
BAM vs. VOO - Performance Comparison
Key characteristics
BAM:
1.43
VOO:
0.59
BAM:
1.93
VOO:
0.94
BAM:
1.26
VOO:
1.14
BAM:
1.61
VOO:
0.60
BAM:
5.17
VOO:
2.34
BAM:
9.18%
VOO:
4.80%
BAM:
33.24%
VOO:
19.10%
BAM:
-29.54%
VOO:
-33.99%
BAM:
-8.33%
VOO:
-8.16%
Returns By Period
In the year-to-date period, BAM achieves a 3.80% return, which is significantly higher than VOO's -3.92% return.
BAM
3.80%
28.18%
-0.59%
45.07%
N/A
N/A
VOO
-3.92%
11.29%
-4.41%
9.97%
15.75%
12.27%
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Risk-Adjusted Performance
BAM vs. VOO — Risk-Adjusted Performance Rank
BAM
VOO
BAM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) 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
BAM vs. VOO - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 2.83%, more than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Inc. | 2.83% | 2.80% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BAM vs. VOO - Drawdown Comparison
The maximum BAM drawdown since its inception was -29.54%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BAM and VOO. For additional features, visit the drawdowns tool.
Volatility
BAM vs. VOO - Volatility Comparison
Brookfield Asset Management Inc. (BAM) has a higher volatility of 12.23% compared to Vanguard S&P 500 ETF (VOO) at 11.23%. This indicates that BAM'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.