CYBIX vs. VOO
Compare and contrast key facts about Calvert High Yield Bond Fund (CYBIX) and Vanguard S&P 500 ETF (VOO).
CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001. 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: CYBIX or VOO.
Correlation
The correlation between CYBIX and VOO is 0.42, 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
CYBIX vs. VOO - Performance Comparison
Key characteristics
CYBIX:
3.14
VOO:
1.98
CYBIX:
5.42
VOO:
2.65
CYBIX:
1.71
VOO:
1.36
CYBIX:
5.06
VOO:
2.98
CYBIX:
18.34
VOO:
12.44
CYBIX:
0.48%
VOO:
2.02%
CYBIX:
2.82%
VOO:
12.69%
CYBIX:
-30.12%
VOO:
-33.99%
CYBIX:
-0.04%
VOO:
0.00%
Returns By Period
In the year-to-date period, CYBIX achieves a 1.22% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, CYBIX has underperformed VOO with an annualized return of 4.04%, while VOO has yielded a comparatively higher 13.25% annualized return.
CYBIX
1.22%
0.89%
3.25%
8.78%
3.13%
4.04%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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CYBIX vs. VOO - Expense Ratio Comparison
CYBIX has a 0.76% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CYBIX vs. VOO — Risk-Adjusted Performance Rank
CYBIX
VOO
CYBIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) 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
CYBIX vs. VOO - Dividend Comparison
CYBIX's dividend yield for the trailing twelve months is around 5.70%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYBIX Calvert High Yield Bond Fund | 5.70% | 5.70% | 5.38% | 4.97% | 4.22% | 4.49% | 5.00% | 5.20% | 4.92% | 5.52% | 5.79% | 5.94% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CYBIX vs. VOO - Drawdown Comparison
The maximum CYBIX drawdown since its inception was -30.12%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CYBIX and VOO. For additional features, visit the drawdowns tool.
Volatility
CYBIX vs. VOO - Volatility Comparison
The current volatility for Calvert High Yield Bond Fund (CYBIX) is 0.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that CYBIX 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.