BHB vs. VOO
Compare and contrast key facts about Bar Harbor Bankshares (BHB) 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: BHB or VOO.
Correlation
The correlation between BHB and VOO is 0.38, 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
BHB vs. VOO - Performance Comparison
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Key characteristics
BHB:
0.41
VOO:
0.52
BHB:
1.03
VOO:
0.89
BHB:
1.12
VOO:
1.13
BHB:
0.74
VOO:
0.57
BHB:
1.53
VOO:
2.18
BHB:
13.14%
VOO:
4.85%
BHB:
38.95%
VOO:
19.11%
BHB:
-54.36%
VOO:
-33.99%
BHB:
-20.62%
VOO:
-7.67%
Returns By Period
In the year-to-date period, BHB achieves a -1.60% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, BHB has underperformed VOO with an annualized return of 5.89%, while VOO has yielded a comparatively higher 12.42% annualized return.
BHB
-1.60%
8.95%
-17.02%
17.92%
14.09%
5.89%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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Risk-Adjusted Performance
BHB vs. VOO — Risk-Adjusted Performance Rank
BHB
VOO
BHB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bar Harbor Bankshares (BHB) 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.
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Dividends
BHB vs. VOO - Dividend Comparison
BHB's dividend yield for the trailing twelve months is around 4.02%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHB Bar Harbor Bankshares | 4.02% | 3.86% | 3.75% | 3.18% | 3.25% | 3.90% | 3.39% | 3.51% | 2.76% | 2.30% | 2.93% | 2.83% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BHB vs. VOO - Drawdown Comparison
The maximum BHB drawdown since its inception was -54.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BHB and VOO. For additional features, visit the drawdowns tool.
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Volatility
BHB vs. VOO - Volatility Comparison
Bar Harbor Bankshares (BHB) has a higher volatility of 11.22% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. This indicates that BHB'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.
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