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.
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.
Performance
BANX vs. VOO - Performance Comparison
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Key characteristics
BANX:
1.30
VOO:
0.74
BANX:
1.70
VOO:
1.04
BANX:
1.24
VOO:
1.15
BANX:
1.56
VOO:
0.68
BANX:
7.34
VOO:
2.58
BANX:
2.92%
VOO:
4.93%
BANX:
18.10%
VOO:
19.54%
BANX:
-55.06%
VOO:
-33.99%
BANX:
-5.20%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BANX achieves a -1.91% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, BANX has underperformed VOO with an annualized return of 10.26%, while VOO has yielded a comparatively higher 12.81% annualized return.
BANX
-1.91%
-0.50%
2.51%
23.37%
12.15%
13.40%
10.26%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
BANX vs. VOO — Risk-Adjusted Performance Rank
BANX
VOO
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.
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Dividends
BANX vs. VOO - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 10.47%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 10.47% | 9.53% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
BANX vs. VOO - Volatility Comparison
The current volatility for StoneCastle Financial Corp. (BANX) is 3.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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