BCS vs. VOO
Compare and contrast key facts about Barclays PLC (BCS) 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: BCS or VOO.
Correlation
The correlation between BCS and VOO is 0.56, 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
BCS vs. VOO - Performance Comparison
Key characteristics
BCS:
2.52
VOO:
2.25
BCS:
3.19
VOO:
2.98
BCS:
1.42
VOO:
1.42
BCS:
0.99
VOO:
3.31
BCS:
18.25
VOO:
14.77
BCS:
4.29%
VOO:
1.90%
BCS:
31.00%
VOO:
12.46%
BCS:
-94.39%
VOO:
-33.99%
BCS:
-60.45%
VOO:
-2.47%
Returns By Period
In the year-to-date period, BCS achieves a 73.50% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, BCS has underperformed VOO with an annualized return of 1.73%, while VOO has yielded a comparatively higher 13.08% annualized return.
BCS
73.50%
-1.21%
26.88%
76.18%
11.09%
1.73%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
BCS vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) 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
BCS vs. VOO - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 3.18%, more than VOO's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Barclays PLC | 3.18% | 4.87% | 4.17% | 1.60% | 3.90% | 3.72% | 3.21% | 1.39% | 2.25% | 3.09% | 2.87% | 2.09% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BCS vs. VOO - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BCS and VOO. For additional features, visit the drawdowns tool.
Volatility
BCS vs. VOO - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 7.44% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that BCS'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.