Correlation
The correlation between FBIZ and VOO is 0.30, 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.
FBIZ vs. VOO
Compare and contrast key facts about First Business Financial Services, Inc. (FBIZ) 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: FBIZ or VOO.
Performance
FBIZ vs. VOO - Performance Comparison
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Key characteristics
FBIZ:
1.35
VOO:
0.74
FBIZ:
2.06
VOO:
1.04
FBIZ:
1.25
VOO:
1.15
FBIZ:
2.25
VOO:
0.68
FBIZ:
5.23
VOO:
2.58
FBIZ:
8.93%
VOO:
4.93%
FBIZ:
34.96%
VOO:
19.54%
FBIZ:
-72.59%
VOO:
-33.99%
FBIZ:
-12.46%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FBIZ achieves a 6.57% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, FBIZ has underperformed VOO with an annualized return of 10.99%, while VOO has yielded a comparatively higher 12.81% annualized return.
FBIZ
6.57%
1.92%
-1.58%
46.62%
15.49%
27.72%
10.99%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
FBIZ vs. VOO — Risk-Adjusted Performance Rank
FBIZ
VOO
FBIZ vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Business Financial Services, Inc. (FBIZ) 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.
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Dividends
FBIZ vs. VOO - Dividend Comparison
FBIZ's dividend yield for the trailing twelve months is around 2.73%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBIZ First Business Financial Services, Inc. | 2.73% | 2.70% | 2.27% | 2.16% | 2.47% | 3.59% | 2.28% | 2.87% | 2.35% | 2.02% | 1.76% | 1.75% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBIZ vs. VOO - Drawdown Comparison
The maximum FBIZ drawdown since its inception was -72.59%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBIZ and VOO.
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Volatility
FBIZ vs. VOO - Volatility Comparison
First Business Financial Services, Inc. (FBIZ) has a higher volatility of 7.25% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that FBIZ'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.
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