BCSF vs. VOO
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) 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: BCSF or VOO.
Correlation
The correlation between BCSF and VOO is 0.39, 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
BCSF vs. VOO - Performance Comparison
Key characteristics
BCSF:
2.05
VOO:
2.21
BCSF:
2.71
VOO:
2.93
BCSF:
1.37
VOO:
1.41
BCSF:
3.24
VOO:
3.35
BCSF:
13.09
VOO:
14.09
BCSF:
2.26%
VOO:
2.01%
BCSF:
14.47%
VOO:
12.78%
BCSF:
-62.45%
VOO:
-33.99%
BCSF:
0.00%
VOO:
-0.46%
Returns By Period
In the year-to-date period, BCSF achieves a 1.08% return, which is significantly lower than VOO's 2.90% return.
BCSF
1.08%
5.44%
13.01%
28.78%
8.89%
N/A
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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Risk-Adjusted Performance
BCSF vs. VOO — Risk-Adjusted Performance Rank
BCSF
VOO
BCSF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) 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
BCSF vs. VOO - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 10.16%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.16% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BCSF vs. VOO - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.45%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BCSF and VOO. For additional features, visit the drawdowns tool.
Volatility
BCSF vs. VOO - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 4.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that BCSF 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.