BME vs. VOO
Compare and contrast key facts about BlackRock Health Sciences Trust (BME) 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: BME or VOO.
Correlation
The correlation between BME and VOO is 0.47, 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
BME vs. VOO - Performance Comparison
Key characteristics
BME:
-0.14
VOO:
0.56
BME:
-0.08
VOO:
0.92
BME:
0.99
VOO:
1.13
BME:
-0.14
VOO:
0.58
BME:
-0.43
VOO:
2.25
BME:
4.82%
VOO:
4.83%
BME:
14.95%
VOO:
19.11%
BME:
-42.03%
VOO:
-33.99%
BME:
-10.02%
VOO:
-7.55%
Returns By Period
In the year-to-date period, BME achieves a -1.46% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, BME has underperformed VOO with an annualized return of 6.41%, while VOO has yielded a comparatively higher 12.40% annualized return.
BME
-1.46%
4.70%
-6.74%
-2.03%
3.96%
6.41%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BME vs. VOO — Risk-Adjusted Performance Rank
BME
VOO
BME vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Trust (BME) 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
BME vs. VOO - Dividend Comparison
BME's dividend yield for the trailing twelve months is around 7.70%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BME BlackRock Health Sciences Trust | 7.70% | 6.87% | 6.32% | 5.87% | 5.03% | 5.04% | 5.65% | 6.58% | 6.58% | 9.45% | 17.04% | 9.83% |
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
BME vs. VOO - Drawdown Comparison
The maximum BME drawdown since its inception was -42.03%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BME and VOO. For additional features, visit the drawdowns tool.
Volatility
BME vs. VOO - Volatility Comparison
The current volatility for BlackRock Health Sciences Trust (BME) is 8.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that BME 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.