BCPC vs. VOO
Compare and contrast key facts about Balchem Corporation (BCPC) 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: BCPC or VOO.
Correlation
The correlation between BCPC and VOO is 0.53, 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
BCPC vs. VOO - Performance Comparison
Key characteristics
BCPC:
0.47
VOO:
0.32
BCPC:
0.86
VOO:
0.57
BCPC:
1.10
VOO:
1.08
BCPC:
0.63
VOO:
0.32
BCPC:
1.61
VOO:
1.42
BCPC:
7.13%
VOO:
4.19%
BCPC:
24.20%
VOO:
18.73%
BCPC:
-84.42%
VOO:
-33.99%
BCPC:
-11.49%
VOO:
-13.85%
Returns By Period
In the year-to-date period, BCPC achieves a -0.92% return, which is significantly higher than VOO's -9.88% return. Both investments have delivered pretty close results over the past 10 years, with BCPC having a 11.67% annualized return and VOO not far behind at 11.66%.
BCPC
-0.92%
-2.26%
-4.81%
13.43%
11.70%
11.67%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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Risk-Adjusted Performance
BCPC vs. VOO — Risk-Adjusted Performance Rank
BCPC
VOO
BCPC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Balchem Corporation (BCPC) 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
BCPC vs. VOO - Dividend Comparison
BCPC's dividend yield for the trailing twelve months is around 0.54%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCPC Balchem Corporation | 0.54% | 0.53% | 0.80% | 0.58% | 0.38% | 0.50% | 0.51% | 0.60% | 0.52% | 0.45% | 0.56% | 0.45% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BCPC vs. VOO - Drawdown Comparison
The maximum BCPC drawdown since its inception was -84.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BCPC and VOO. For additional features, visit the drawdowns tool.
Volatility
BCPC vs. VOO - Volatility Comparison
The current volatility for Balchem Corporation (BCPC) is 10.33%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that BCPC 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.