CBFAX vs. VOO
Compare and contrast key facts about American Funds Global Balanced Fund (CBFAX) and Vanguard S&P 500 ETF (VOO).
CBFAX is managed by American Funds. It was launched on Jan 31, 2011. 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.
Performance
CBFAX vs. VOO - Performance Comparison
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CBFAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | -2.00% | 17.10% | 6.50% | 13.69% | -14.29% | 9.14% | 10.45% | 17.22% | -6.18% | 13.96% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, CBFAX achieves a -2.00% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, CBFAX has underperformed VOO with an annualized return of 6.38%, while VOO has yielded a comparatively higher 14.05% annualized return.
CBFAX
- 1D
- -0.08%
- 1M
- -6.64%
- YTD
- -2.00%
- 6M
- 0.71%
- 1Y
- 12.77%
- 3Y*
- 10.11%
- 5Y*
- 5.04%
- 10Y*
- 6.38%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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CBFAX vs. VOO - Expense Ratio Comparison
CBFAX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
CBFAX vs. VOO — Risk / Return Rank
CBFAX
VOO
CBFAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Balanced Fund (CBFAX) 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.
| CBFAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.98 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.50 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.53 | +0.26 |
Martin ratioReturn relative to average drawdown | 7.38 | 7.29 | +0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBFAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.98 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.83 | -0.23 |
Correlation
The correlation between CBFAX and VOO is 0.87, 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.
Dividends
CBFAX vs. VOO - Dividend Comparison
CBFAX's dividend yield for the trailing twelve months is around 6.47%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | 6.47% | 6.32% | 5.50% | 1.58% | 1.49% | 6.01% | 1.21% | 1.83% | 2.25% | 3.11% | 1.93% | 3.20% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
CBFAX vs. VOO - Drawdown Comparison
The maximum CBFAX drawdown since its inception was -23.35%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CBFAX and VOO.
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Drawdown Indicators
| CBFAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -33.99% | +10.64% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -11.98% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -24.52% | +1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -23.35% | -33.99% | +10.64% |
Current DrawdownCurrent decline from peak | -6.73% | -6.29% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -3.72% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.52% | -0.89% |
Volatility
CBFAX vs. VOO - Volatility Comparison
The current volatility for American Funds Global Balanced Fund (CBFAX) is 3.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that CBFAX 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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Volatility by Period
| CBFAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 5.29% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.07% | 9.44% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.43% | 18.10% | -8.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 16.82% | -7.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.40% | 17.99% | -7.59% |