BRN vs. VOO
Compare and contrast key facts about Barnwell Industries, Inc. (BRN) 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: BRN or VOO.
Key characteristics
| BRN | VOO | |
|---|---|---|
| YTD Return | 18.52% | 7.68% |
| 1Y Return | 3.29% | 24.58% |
| 3Y Return (Ann) | 12.73% | 8.61% |
| 5Y Return (Ann) | 17.94% | 13.73% |
| 10Y Return (Ann) | -0.35% | 12.60% |
| Sharpe Ratio | 0.17 | 2.21 |
| Daily Std Dev | 37.59% | 11.60% |
| Max Drawdown | -98.80% | -33.99% |
| Current Drawdown | -88.93% | -2.60% |
Correlation
The correlation between BRN and VOO is 0.09, 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
BRN vs. VOO - Performance Comparison
In the year-to-date period, BRN achieves a 18.52% return, which is significantly higher than VOO's 7.68% return. Over the past 10 years, BRN has underperformed VOO with an annualized return of -0.35%, while VOO has yielded a comparatively higher 12.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BRN vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barnwell Industries, Inc. (BRN) 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
BRN vs. VOO - Dividend Comparison
BRN's dividend yield for the trailing twelve months is around 1.04%, less than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRN Barnwell Industries, Inc. | 1.04% | 1.85% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BRN vs. VOO - Drawdown Comparison
The maximum BRN drawdown since its inception was -98.80%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRN and VOO. For additional features, visit the drawdowns tool.
Volatility
BRN vs. VOO - Volatility Comparison
Barnwell Industries, Inc. (BRN) has a higher volatility of 14.04% compared to Vanguard S&P 500 ETF (VOO) at 3.63%. This indicates that BRN'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.