CB vs. VTI
Compare and contrast key facts about Chubb Limited (CB) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CB or VTI.
Correlation
The correlation between CB and VTI is 0.54, 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
CB vs. VTI - Performance Comparison
Key characteristics
CB:
0.97
VTI:
0.26
CB:
1.46
VTI:
0.44
CB:
1.18
VTI:
1.06
CB:
1.30
VTI:
0.31
CB:
3.31
VTI:
1.20
CB:
5.64%
VTI:
3.30%
CB:
19.22%
VTI:
15.05%
CB:
-64.24%
VTI:
-55.45%
CB:
-0.15%
VTI:
-12.61%
Returns By Period
In the year-to-date period, CB achieves a 9.48% return, which is significantly higher than VTI's -8.60% return. Over the past 10 years, CB has outperformed VTI with an annualized return of 12.69%, while VTI has yielded a comparatively lower 11.24% annualized return.
CB
9.48%
4.42%
4.18%
19.18%
26.25%
12.69%
VTI
-8.60%
-6.77%
-5.11%
3.81%
18.24%
11.24%
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Risk-Adjusted Performance
CB vs. VTI — Risk-Adjusted Performance Rank
CB
VTI
CB vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chubb Limited (CB) and Vanguard Total Stock Market ETF (VTI). 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
CB vs. VTI - Dividend Comparison
CB's dividend yield for the trailing twelve months is around 1.21%, less than VTI's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.21% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 2.28% | 2.79% |
VTI Vanguard Total Stock Market ETF | 1.42% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
CB vs. VTI - Drawdown Comparison
The maximum CB drawdown since its inception was -64.24%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for CB and VTI. For additional features, visit the drawdowns tool.
Volatility
CB vs. VTI - Volatility Comparison
The current volatility for Chubb Limited (CB) is 5.30%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 7.62%. This indicates that CB experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.