BMI vs. VOO
Compare and contrast key facts about Badger Meter, Inc. (BMI) 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: BMI or VOO.
Performance
BMI vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, BMI achieves a 41.08% return, which is significantly higher than VOO's 25.48% return. Over the past 10 years, BMI has outperformed VOO with an annualized return of 24.19%, while VOO has yielded a comparatively lower 13.15% annualized return.
BMI
41.08%
6.18%
9.04%
48.08%
30.44%
24.19%
VOO
25.48%
0.99%
11.84%
31.84%
15.62%
13.15%
Key characteristics
| BMI | VOO | |
|---|---|---|
| Sharpe Ratio | 1.60 | 2.69 |
| Sortino Ratio | 2.53 | 3.59 |
| Omega Ratio | 1.32 | 1.50 |
| Calmar Ratio | 2.84 | 3.89 |
| Martin Ratio | 10.19 | 17.64 |
| Ulcer Index | 4.78% | 1.86% |
| Daily Std Dev | 30.57% | 12.20% |
| Max Drawdown | -68.22% | -33.99% |
| Current Drawdown | -5.63% | -1.40% |
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Correlation
The correlation between BMI and VOO is 0.60, 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.
Risk-Adjusted Performance
BMI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Badger Meter, Inc. (BMI) 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
BMI vs. VOO - Dividend Comparison
BMI's dividend yield for the trailing twelve months is around 0.53%, less than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMI Badger Meter, Inc. | 0.53% | 0.64% | 0.78% | 0.71% | 0.74% | 0.99% | 1.14% | 1.03% | 1.16% | 1.33% | 1.25% | 1.28% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BMI vs. VOO - Drawdown Comparison
The maximum BMI drawdown since its inception was -68.22%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BMI and VOO. For additional features, visit the drawdowns tool.
Volatility
BMI vs. VOO - Volatility Comparison
Badger Meter, Inc. (BMI) has a higher volatility of 9.99% compared to Vanguard S&P 500 ETF (VOO) at 4.10%. This indicates that BMI'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.