BWNYX vs. VOO
Compare and contrast key facts about Bullfinch Greater Western New York Series (BWNYX) and Vanguard S&P 500 ETF (VOO).
BWNYX is managed by Bullfinch. It was launched on Dec 30, 1997. 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: BWNYX or VOO.
Key characteristics
| BWNYX | VOO | |
|---|---|---|
| YTD Return | 7.12% | 10.48% |
| 1Y Return | 16.50% | 28.69% |
| 3Y Return (Ann) | 2.78% | 9.60% |
| 5Y Return (Ann) | 4.54% | 14.65% |
| 10Y Return (Ann) | 2.84% | 12.89% |
| Sharpe Ratio | 1.34 | 2.52 |
| Daily Std Dev | 12.77% | 11.57% |
| Max Drawdown | -51.03% | -33.99% |
| Current Drawdown | -0.19% | -0.06% |
Correlation
The correlation between BWNYX and VOO is 0.80, 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
BWNYX vs. VOO - Performance Comparison
In the year-to-date period, BWNYX achieves a 7.12% return, which is significantly lower than VOO's 10.48% return. Over the past 10 years, BWNYX has underperformed VOO with an annualized return of 2.84%, while VOO has yielded a comparatively higher 12.89% 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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BWNYX vs. VOO - Expense Ratio Comparison
BWNYX has a 1.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BWNYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bullfinch Greater Western New York Series (BWNYX) 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
BWNYX vs. VOO - Dividend Comparison
BWNYX's dividend yield for the trailing twelve months is around 0.62%, less than VOO's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWNYX Bullfinch Greater Western New York Series | 0.62% | 0.66% | 1.87% | 2.58% | 0.01% | 0.11% | 0.16% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BWNYX vs. VOO - Drawdown Comparison
The maximum BWNYX drawdown since its inception was -51.03%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BWNYX and VOO. For additional features, visit the drawdowns tool.
Volatility
BWNYX vs. VOO - Volatility Comparison
The current volatility for Bullfinch Greater Western New York Series (BWNYX) is 2.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.36%. This indicates that BWNYX 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.