Correlation
The correlation between BSRR and VOO is 0.45, 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.
BSRR vs. VOO
Compare and contrast key facts about Sierra Bancorp (BSRR) 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: BSRR or VOO.
Performance
BSRR vs. VOO - Performance Comparison
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Key characteristics
BSRR:
0.88
VOO:
0.74
BSRR:
1.53
VOO:
1.04
BSRR:
1.19
VOO:
1.15
BSRR:
1.18
VOO:
0.68
BSRR:
2.66
VOO:
2.58
BSRR:
12.94%
VOO:
4.93%
BSRR:
40.74%
VOO:
19.54%
BSRR:
-81.34%
VOO:
-33.99%
BSRR:
-19.48%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BSRR achieves a -3.69% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, BSRR has underperformed VOO with an annualized return of 8.41%, while VOO has yielded a comparatively higher 12.81% annualized return.
BSRR
-3.69%
3.80%
-11.49%
34.71%
12.74%
12.15%
8.41%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
BSRR vs. VOO — Risk-Adjusted Performance Rank
BSRR
VOO
BSRR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sierra Bancorp (BSRR) 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.
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Dividends
BSRR vs. VOO - Dividend Comparison
BSRR's dividend yield for the trailing twelve months is around 3.58%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSRR Sierra Bancorp | 3.58% | 3.25% | 4.08% | 4.33% | 3.17% | 3.34% | 2.54% | 2.66% | 2.11% | 1.81% | 2.38% | 1.94% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BSRR vs. VOO - Drawdown Comparison
The maximum BSRR drawdown since its inception was -81.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BSRR and VOO.
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Volatility
BSRR vs. VOO - Volatility Comparison
Sierra Bancorp (BSRR) has a higher volatility of 9.84% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that BSRR'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.
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