BRUFX vs. VOO
Compare and contrast key facts about Bruce Fund (BRUFX) and Vanguard S&P 500 ETF (VOO).
BRUFX is managed by The Bruce Fund. It was launched on Mar 20, 1968. 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: BRUFX or VOO.
Key characteristics
| BRUFX | VOO | |
|---|---|---|
| YTD Return | 3.47% | 11.78% |
| 1Y Return | 5.45% | 28.27% |
| 3Y Return (Ann) | -0.02% | 10.42% |
| 5Y Return (Ann) | 6.62% | 15.03% |
| 10Y Return (Ann) | 6.04% | 13.05% |
| Sharpe Ratio | 0.43 | 2.56 |
| Daily Std Dev | 12.51% | 11.55% |
| Max Drawdown | -42.20% | -33.99% |
| Current Drawdown | -6.33% | -0.04% |
Correlation
The correlation between BRUFX and VOO is 0.69, 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
BRUFX vs. VOO - Performance Comparison
In the year-to-date period, BRUFX achieves a 3.47% return, which is significantly lower than VOO's 11.78% return. Over the past 10 years, BRUFX has underperformed VOO with an annualized return of 6.04%, while VOO has yielded a comparatively higher 13.05% 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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BRUFX vs. VOO - Expense Ratio Comparison
BRUFX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRUFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bruce Fund (BRUFX) 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
BRUFX vs. VOO - Dividend Comparison
BRUFX's dividend yield for the trailing twelve months is around 6.25%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUFX Bruce Fund | 6.25% | 6.46% | 13.31% | 9.25% | 5.83% | 2.03% | 2.49% | 4.11% | 6.26% | 4.63% | 3.15% | 2.48% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BRUFX vs. VOO - Drawdown Comparison
The maximum BRUFX drawdown since its inception was -42.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRUFX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRUFX vs. VOO - Volatility Comparison
The current volatility for Bruce Fund (BRUFX) is 1.76%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.37%. This indicates that BRUFX 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.