Correlation
The correlation between BVSIX and VOO is 0.84, 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.
BVSIX vs. VOO
Compare and contrast key facts about Baywood Socially Responsible Fund (BVSIX) and Vanguard S&P 500 ETF (VOO).
BVSIX is managed by Baywood. It was launched on Jan 3, 2005. 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: BVSIX or VOO.
Performance
BVSIX vs. VOO - Performance Comparison
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Key characteristics
BVSIX:
0.50
VOO:
0.70
BVSIX:
0.65
VOO:
1.05
BVSIX:
1.09
VOO:
1.15
BVSIX:
0.39
VOO:
0.69
BVSIX:
1.35
VOO:
2.62
BVSIX:
4.62%
VOO:
4.93%
BVSIX:
16.42%
VOO:
19.55%
BVSIX:
-40.73%
VOO:
-33.99%
BVSIX:
-5.59%
VOO:
-3.45%
Returns By Period
In the year-to-date period, BVSIX achieves a 1.14% return, which is significantly higher than VOO's 1.00% return.
BVSIX
1.14%
3.22%
-5.54%
8.07%
9.36%
16.48%
N/A
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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BVSIX vs. VOO - Expense Ratio Comparison
BVSIX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BVSIX vs. VOO — Risk-Adjusted Performance Rank
BVSIX
VOO
BVSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood Socially Responsible Fund (BVSIX) 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
BVSIX vs. VOO - Dividend Comparison
BVSIX's dividend yield for the trailing twelve months is around 4.03%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 4.03% | 4.15% | 4.02% | 3.76% | 4.07% | 1.99% | 2.44% | 10.28% | 2.40% | 1.20% | 0.00% | 0.00% |
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
BVSIX vs. VOO - Drawdown Comparison
The maximum BVSIX drawdown since its inception was -40.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BVSIX and VOO.
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Volatility
BVSIX vs. VOO - Volatility Comparison
The current volatility for Baywood Socially Responsible Fund (BVSIX) is 4.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that BVSIX 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.
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