BMRC vs. VOO
Compare and contrast key facts about Bank of Marin Bancorp (BMRC) 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: BMRC or VOO.
Correlation
The correlation between BMRC and VOO is 0.41, 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
BMRC vs. VOO - Performance Comparison
Key characteristics
BMRC:
1.13
VOO:
1.88
BMRC:
1.83
VOO:
2.53
BMRC:
1.23
VOO:
1.35
BMRC:
0.72
VOO:
2.81
BMRC:
5.01
VOO:
11.78
BMRC:
9.26%
VOO:
2.02%
BMRC:
41.13%
VOO:
12.67%
BMRC:
-67.05%
VOO:
-33.99%
BMRC:
-34.95%
VOO:
0.00%
Returns By Period
In the year-to-date period, BMRC achieves a 5.94% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, BMRC has underperformed VOO with an annualized return of 2.81%, while VOO has yielded a comparatively higher 13.30% annualized return.
BMRC
5.94%
7.48%
31.07%
50.13%
-6.92%
2.81%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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Risk-Adjusted Performance
BMRC vs. VOO — Risk-Adjusted Performance Rank
BMRC
VOO
BMRC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of Marin Bancorp (BMRC) 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
BMRC vs. VOO - Dividend Comparison
BMRC's dividend yield for the trailing twelve months is around 4.01%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMRC Bank of Marin Bancorp | 4.01% | 4.21% | 4.54% | 2.98% | 2.52% | 2.68% | 1.78% | 1.54% | 1.65% | 1.46% | 1.69% | 1.52% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BMRC vs. VOO - Drawdown Comparison
The maximum BMRC drawdown since its inception was -67.05%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BMRC and VOO. For additional features, visit the drawdowns tool.
Volatility
BMRC vs. VOO - Volatility Comparison
Bank of Marin Bancorp (BMRC) has a higher volatility of 10.20% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that BMRC'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.