BANX vs. VOO
Compare and contrast key facts about StoneCastle Financial Corp. (BANX) 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: BANX or VOO.
Key characteristics
| BANX | VOO | |
|---|---|---|
| YTD Return | 3.90% | 5.63% |
| 1Y Return | 23.06% | 23.68% |
| 3Y Return (Ann) | 7.40% | 7.89% |
| 5Y Return (Ann) | 5.89% | 13.12% |
| 10Y Return (Ann) | 5.54% | 12.38% |
| Sharpe Ratio | 0.92 | 1.91 |
| Daily Std Dev | 24.73% | 11.70% |
| Max Drawdown | -55.06% | -33.99% |
| Current Drawdown | -3.26% | -4.45% |
Correlation
The correlation between BANX and VOO is 0.16, 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
BANX vs. VOO - Performance Comparison
In the year-to-date period, BANX achieves a 3.90% return, which is significantly lower than VOO's 5.63% return. Over the past 10 years, BANX has underperformed VOO with an annualized return of 5.54%, while VOO has yielded a comparatively higher 12.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BANX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) 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
BANX vs. VOO - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 12.27%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 12.27% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% | 1.14% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BANX vs. VOO - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BANX and VOO. For additional features, visit the drawdowns tool.
Volatility
BANX vs. VOO - Volatility Comparison
The current volatility for StoneCastle Financial Corp. (BANX) is 3.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.89%. This indicates that BANX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.