BOTJ vs. VOO
Compare and contrast key facts about Bank of the James Financial Group, Inc. (BOTJ) 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: BOTJ or VOO.
Correlation
The correlation between BOTJ and VOO is 0.07, 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
BOTJ vs. VOO - Performance Comparison
Key characteristics
BOTJ:
0.34
VOO:
1.89
BOTJ:
0.84
VOO:
2.54
BOTJ:
1.12
VOO:
1.35
BOTJ:
0.34
VOO:
2.83
BOTJ:
1.45
VOO:
11.83
BOTJ:
9.85%
VOO:
2.02%
BOTJ:
42.20%
VOO:
12.66%
BOTJ:
-79.04%
VOO:
-33.99%
BOTJ:
-21.37%
VOO:
-0.42%
Returns By Period
In the year-to-date period, BOTJ achieves a -18.08% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, BOTJ has underperformed VOO with an annualized return of 5.50%, while VOO has yielded a comparatively higher 13.26% annualized return.
BOTJ
-18.08%
-2.62%
-0.99%
15.96%
1.41%
5.50%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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Risk-Adjusted Performance
BOTJ vs. VOO — Risk-Adjusted Performance Rank
BOTJ
VOO
BOTJ vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of the James Financial Group, Inc. (BOTJ) 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
BOTJ vs. VOO - Dividend Comparison
BOTJ's dividend yield for the trailing twelve months is around 3.08%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOTJ Bank of the James Financial Group, Inc. | 3.08% | 2.52% | 2.62% | 2.43% | 1.73% | 2.31% | 1.83% | 1.85% | 1.61% | 1.58% | 1.70% | 1.46% |
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
BOTJ vs. VOO - Drawdown Comparison
The maximum BOTJ drawdown since its inception was -79.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BOTJ and VOO. For additional features, visit the drawdowns tool.
Volatility
BOTJ vs. VOO - Volatility Comparison
Bank of the James Financial Group, Inc. (BOTJ) has a higher volatility of 7.27% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that BOTJ'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.