BWB vs. VOO
Compare and contrast key facts about Bridgewater Bancshares, Inc. (BWB) 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: BWB or VOO.
Correlation
The correlation between BWB and VOO is 0.40, 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
BWB vs. VOO - Performance Comparison
Key characteristics
BWB:
0.63
VOO:
1.73
BWB:
1.08
VOO:
2.34
BWB:
1.13
VOO:
1.32
BWB:
0.44
VOO:
2.61
BWB:
2.48
VOO:
10.89
BWB:
8.27%
VOO:
2.02%
BWB:
32.27%
VOO:
12.77%
BWB:
-59.49%
VOO:
-33.99%
BWB:
-25.99%
VOO:
-1.05%
Returns By Period
In the year-to-date period, BWB achieves a 9.40% return, which is significantly higher than VOO's 2.97% return.
BWB
9.40%
16.29%
14.93%
25.89%
1.39%
N/A
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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Risk-Adjusted Performance
BWB vs. VOO — Risk-Adjusted Performance Rank
BWB
VOO
BWB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgewater Bancshares, Inc. (BWB) 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
BWB vs. VOO - Dividend Comparison
BWB has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWB Bridgewater Bancshares, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BWB vs. VOO - Drawdown Comparison
The maximum BWB drawdown since its inception was -59.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BWB and VOO. For additional features, visit the drawdowns tool.
Volatility
BWB vs. VOO - Volatility Comparison
Bridgewater Bancshares, Inc. (BWB) has a higher volatility of 9.14% compared to Vanguard S&P 500 ETF (VOO) at 3.44%. This indicates that BWB'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.