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.
Key characteristics
| BCSF | VOO | |
|---|---|---|
| YTD Return | 10.81% | 6.76% |
| 1Y Return | 54.17% | 24.48% |
| 3Y Return (Ann) | 12.06% | 8.34% |
| 5Y Return (Ann) | 6.33% | 13.51% |
| Sharpe Ratio | 3.07 | 2.08 |
| Daily Std Dev | 17.94% | 11.83% |
| Max Drawdown | -62.45% | -33.99% |
| Current Drawdown | 0.00% | -3.43% |
Correlation
The correlation between BCSF and VOO is 0.40, 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
BCSF vs. VOO - Performance Comparison
In the year-to-date period, BCSF achieves a 10.81% return, which is significantly higher than VOO's 6.76% return. 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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Risk-Adjusted Performance
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 10.28%, more than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.28% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.56%. 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.