BRWIX vs. VOO
Compare and contrast key facts about AMG Boston Common Global Impact Fund (BRWIX) and Vanguard S&P 500 ETF (VOO).
BRWIX is managed by AMG. It was launched on Dec 30, 1985. 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: BRWIX or VOO.
Correlation
The correlation between BRWIX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRWIX vs. VOO - Performance Comparison
Key characteristics
BRWIX:
0.47
VOO:
1.76
BRWIX:
0.73
VOO:
2.37
BRWIX:
1.09
VOO:
1.32
BRWIX:
0.14
VOO:
2.66
BRWIX:
1.83
VOO:
11.10
BRWIX:
3.45%
VOO:
2.02%
BRWIX:
13.45%
VOO:
12.79%
BRWIX:
-68.63%
VOO:
-33.99%
BRWIX:
-40.44%
VOO:
-2.11%
Returns By Period
In the year-to-date period, BRWIX achieves a 2.00% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, BRWIX has underperformed VOO with an annualized return of 0.80%, while VOO has yielded a comparatively higher 13.03% annualized return.
BRWIX
2.00%
-2.09%
-2.14%
4.92%
-6.25%
0.80%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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BRWIX vs. VOO - Expense Ratio Comparison
BRWIX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRWIX vs. VOO — Risk-Adjusted Performance Rank
BRWIX
VOO
BRWIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Boston Common Global Impact Fund (BRWIX) 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
BRWIX vs. VOO - Dividend Comparison
BRWIX's dividend yield for the trailing twelve months is around 1.15%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRWIX AMG Boston Common Global Impact Fund | 1.15% | 1.17% | 0.63% | 0.48% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRWIX vs. VOO - Drawdown Comparison
The maximum BRWIX drawdown since its inception was -68.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRWIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRWIX vs. VOO - Volatility Comparison
AMG Boston Common Global Impact Fund (BRWIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.54% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.