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 0.37, 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
Key characteristics
BHB:
0.86
VOO:
1.76
BHB:
1.54
VOO:
2.37
BHB:
1.18
VOO:
1.32
BHB:
1.34
VOO:
2.66
BHB:
3.57
VOO:
11.10
BHB:
9.11%
VOO:
2.02%
BHB:
37.74%
VOO:
12.79%
BHB:
-54.36%
VOO:
-33.99%
BHB:
-14.76%
VOO:
-2.11%
Returns By Period
In the year-to-date period, BHB achieves a 5.66% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, BHB has underperformed VOO with an annualized return of 7.60%, while VOO has yielded a comparatively higher 13.03% annualized return.
BHB
5.66%
5.76%
2.34%
32.51%
11.53%
7.60%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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.
Dividends
BHB vs. VOO - Dividend Comparison
BHB's dividend yield for the trailing twelve months is around 2.79%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHB Bar Harbor Bankshares | 2.79% | 3.86% | 3.75% | 3.18% | 3.25% | 3.90% | 3.39% | 3.51% | 2.77% | 2.30% | 2.93% | 2.83% |
VOO Vanguard S&P 500 ETF | 1.22% | 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.
Volatility
BHB vs. VOO - Volatility Comparison
Bar Harbor Bankshares (BHB) has a higher volatility of 8.25% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. 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.