BBC vs. VOO
Compare and contrast key facts about Virtus LifeSci Biotech Clinical Trials ETF (BBC) and Vanguard S&P 500 ETF (VOO).
BBC and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBC is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Clinical Trials Index. It was launched on Dec 16, 2014. 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. Both BBC and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBC or VOO.
Key characteristics
| BBC | VOO | |
|---|---|---|
| YTD Return | 26.98% | 27.15% |
| 1Y Return | 78.16% | 39.90% |
| 3Y Return (Ann) | -12.52% | 10.28% |
| 5Y Return (Ann) | 2.20% | 16.00% |
| Sharpe Ratio | 1.99 | 3.15 |
| Sortino Ratio | 2.60 | 4.19 |
| Omega Ratio | 1.30 | 1.59 |
| Calmar Ratio | 0.95 | 4.60 |
| Martin Ratio | 6.48 | 21.00 |
| Ulcer Index | 10.56% | 1.85% |
| Daily Std Dev | 34.37% | 12.34% |
| Max Drawdown | -72.73% | -33.99% |
| Current Drawdown | -49.68% | 0.00% |
Correlation
The correlation between BBC and VOO is 0.51, 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
BBC vs. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with BBC having a 26.98% return and VOO slightly higher at 27.15%. 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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BBC vs. VOO - Expense Ratio Comparison
BBC has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BBC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Clinical Trials ETF (BBC) 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
BBC vs. VOO - Dividend Comparison
BBC's dividend yield for the trailing twelve months is around 0.26%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBC Virtus LifeSci Biotech Clinical Trials ETF | 0.26% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.04% | 0.00% | 0.51% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BBC vs. VOO - Drawdown Comparison
The maximum BBC drawdown since its inception was -72.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BBC and VOO. For additional features, visit the drawdowns tool.
Volatility
BBC vs. VOO - Volatility Comparison
Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 8.11% compared to Vanguard S&P 500 ETF (VOO) at 3.95%. This indicates that BBC'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.