BRY vs. VOO
Compare and contrast key facts about Berry Corporation (BRY) 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: BRY or VOO.
Correlation
The correlation between BRY and VOO is 0.35, 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
BRY vs. VOO - Performance Comparison
Key characteristics
BRY:
-0.34
VOO:
2.21
BRY:
-0.21
VOO:
2.92
BRY:
0.97
VOO:
1.41
BRY:
-0.20
VOO:
3.34
BRY:
-0.44
VOO:
14.07
BRY:
29.16%
VOO:
2.01%
BRY:
38.61%
VOO:
12.80%
BRY:
-88.53%
VOO:
-33.99%
BRY:
-54.37%
VOO:
-1.36%
Returns By Period
In the year-to-date period, BRY achieves a 21.07% return, which is significantly higher than VOO's 1.98% return.
BRY
21.07%
31.93%
-21.46%
-15.05%
0.40%
N/A
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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Risk-Adjusted Performance
BRY vs. VOO — Risk-Adjusted Performance Rank
BRY
VOO
BRY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) 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
BRY vs. VOO - Dividend Comparison
BRY's dividend yield for the trailing twelve months is around 15.00%, more than VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Berry Corporation | 15.00% | 18.16% | 13.80% | 16.75% | 2.38% | 3.26% | 5.09% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BRY vs. VOO - Drawdown Comparison
The maximum BRY drawdown since its inception was -88.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRY and VOO. For additional features, visit the drawdowns tool.
Volatility
BRY vs. VOO - Volatility Comparison
Berry Corporation (BRY) has a higher volatility of 11.11% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that BRY'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.