BULIX vs. VOO
Compare and contrast key facts about American Century Utilities Fund (BULIX) and Vanguard S&P 500 ETF (VOO).
BULIX is managed by American Century Investments. It was launched on Feb 28, 1993. 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: BULIX or VOO.
Key characteristics
| BULIX | VOO | |
|---|---|---|
| YTD Return | 27.05% | 19.30% |
| 1Y Return | 27.34% | 28.36% |
| 3Y Return (Ann) | 6.54% | 10.06% |
| 5Y Return (Ann) | 4.91% | 15.26% |
| 10Y Return (Ann) | 6.63% | 12.92% |
| Sharpe Ratio | 1.64 | 2.26 |
| Daily Std Dev | 16.63% | 12.63% |
| Max Drawdown | -54.85% | -33.99% |
| Current Drawdown | -0.71% | -0.28% |
Correlation
The correlation between BULIX and VOO is 0.59, 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
BULIX vs. VOO - Performance Comparison
In the year-to-date period, BULIX achieves a 27.05% return, which is significantly higher than VOO's 19.30% return. Over the past 10 years, BULIX has underperformed VOO with an annualized return of 6.63%, while VOO has yielded a comparatively higher 12.92% 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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BULIX vs. VOO - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BULIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) 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
BULIX vs. VOO - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 2.39%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 2.39% | 2.65% | 7.13% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% | 7.20% | 9.61% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BULIX vs. VOO - Drawdown Comparison
The maximum BULIX drawdown since its inception was -54.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BULIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BULIX vs. VOO - Volatility Comparison
The current volatility for American Century Utilities Fund (BULIX) is 3.07%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that BULIX 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.