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.
Correlation
The correlation between BANX and VOO is 0.15, 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
Key characteristics
BANX:
2.01
VOO:
2.15
BANX:
3.00
VOO:
2.85
BANX:
1.38
VOO:
1.40
BANX:
4.85
VOO:
3.25
BANX:
13.23
VOO:
13.67
BANX:
2.27%
VOO:
2.01%
BANX:
14.96%
VOO:
12.79%
BANX:
-55.06%
VOO:
-33.99%
BANX:
-0.19%
VOO:
0.00%
Returns By Period
In the year-to-date period, BANX achieves a 1.28% return, which is significantly lower than VOO's 3.49% return. Over the past 10 years, BANX has underperformed VOO with an annualized return of 8.69%, while VOO has yielded a comparatively higher 13.52% annualized return.
BANX
1.28%
4.69%
14.32%
30.39%
9.27%
8.69%
VOO
3.49%
1.90%
12.84%
26.78%
14.88%
13.52%
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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.
Dividends
BANX vs. VOO - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 9.41%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 9.41% | 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 | 1.20% | 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. For additional features, visit the drawdowns tool.
Volatility
BANX vs. VOO - Volatility Comparison
StoneCastle Financial Corp. (BANX) has a higher volatility of 4.91% compared to Vanguard S&P 500 ETF (VOO) at 4.07%. This indicates that BANX'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.