Correlation
The correlation between BCPC and VTI is 0.47, 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.
BCPC vs. VTI
Compare and contrast key facts about Balchem Corporation (BCPC) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCPC or VTI.
Performance
BCPC vs. VTI - Performance Comparison
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Key characteristics
BCPC:
0.44
VTI:
0.68
BCPC:
0.79
VTI:
0.98
BCPC:
1.09
VTI:
1.14
BCPC:
0.58
VTI:
0.63
BCPC:
1.28
VTI:
2.36
BCPC:
8.00%
VTI:
5.17%
BCPC:
24.20%
VTI:
20.37%
BCPC:
-84.42%
VTI:
-55.45%
BCPC:
-8.64%
VTI:
-4.03%
Returns By Period
In the year-to-date period, BCPC achieves a 2.27% return, which is significantly higher than VTI's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with BCPC having a 11.85% annualized return and VTI not far ahead at 12.13%.
BCPC
2.27%
6.26%
-7.17%
9.10%
10.94%
11.24%
11.85%
VTI
0.38%
5.60%
-2.68%
12.80%
13.71%
15.23%
12.13%
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Risk-Adjusted Performance
BCPC vs. VTI — Risk-Adjusted Performance Rank
BCPC
VTI
BCPC vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Balchem Corporation (BCPC) and Vanguard Total Stock Market ETF (VTI). 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
BCPC vs. VTI - Dividend Comparison
BCPC's dividend yield for the trailing twelve months is around 0.52%, less than VTI's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCPC Balchem Corporation | 0.52% | 0.53% | 0.80% | 0.58% | 0.38% | 0.50% | 0.51% | 0.60% | 0.52% | 0.45% | 0.56% | 0.45% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
BCPC vs. VTI - Drawdown Comparison
The maximum BCPC drawdown since its inception was -84.42%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BCPC and VTI.
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Volatility
BCPC vs. VTI - Volatility Comparison
Balchem Corporation (BCPC) has a higher volatility of 5.25% compared to Vanguard Total Stock Market ETF (VTI) at 4.90%. This indicates that BCPC's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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