BVAOX vs. VOO
Compare and contrast key facts about Madison Small Cap Fund (BVAOX) and Vanguard S&P 500 ETF (VOO).
BVAOX is managed by Madison Funds. It was launched on Dec 16, 1996. 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: BVAOX or VOO.
Correlation
The correlation between BVAOX and VOO is 0.81, 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
BVAOX vs. VOO - Performance Comparison
Key characteristics
BVAOX:
0.62
VOO:
1.98
BVAOX:
0.91
VOO:
2.65
BVAOX:
1.13
VOO:
1.36
BVAOX:
0.33
VOO:
2.98
BVAOX:
2.20
VOO:
12.44
BVAOX:
5.43%
VOO:
2.02%
BVAOX:
19.07%
VOO:
12.69%
BVAOX:
-48.21%
VOO:
-33.99%
BVAOX:
-29.70%
VOO:
0.00%
Returns By Period
In the year-to-date period, BVAOX achieves a 2.56% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, BVAOX has underperformed VOO with an annualized return of 2.52%, while VOO has yielded a comparatively higher 13.25% annualized return.
BVAOX
2.56%
0.43%
1.45%
8.17%
0.27%
2.52%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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BVAOX vs. VOO - Expense Ratio Comparison
BVAOX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BVAOX vs. VOO — Risk-Adjusted Performance Rank
BVAOX
VOO
BVAOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Small Cap Fund (BVAOX) 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
BVAOX vs. VOO - Dividend Comparison
BVAOX's dividend yield for the trailing twelve months is around 0.06%, less than VOO's 1.20% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BVAOX Madison Small Cap Fund | 0.06% | 0.06% | 0.00% | 0.00% | 0.01% | 0.00% | 0.08% | 41.77% | 8.34% | 3.38% | 4.03% | 5.81% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BVAOX vs. VOO - Drawdown Comparison
The maximum BVAOX drawdown since its inception was -48.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BVAOX and VOO. For additional features, visit the drawdowns tool.
Volatility
BVAOX vs. VOO - Volatility Comparison
Madison Small Cap Fund (BVAOX) has a higher volatility of 3.54% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that BVAOX'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.