FBMS vs. VOO
Compare and contrast key facts about The First Bancshares, Inc. (FBMS) 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: FBMS or VOO.
Correlation
The correlation between FBMS and VOO is 0.28, 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.
Performance
FBMS vs. VOO - Performance Comparison
Key characteristics
FBMS:
1.59
VOO:
1.89
FBMS:
2.44
VOO:
2.54
FBMS:
1.30
VOO:
1.35
FBMS:
1.23
VOO:
2.83
FBMS:
9.94
VOO:
11.83
FBMS:
5.16%
VOO:
2.02%
FBMS:
32.28%
VOO:
12.66%
FBMS:
-83.66%
VOO:
-33.99%
FBMS:
-5.33%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FBMS achieves a 5.43% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, FBMS has underperformed VOO with an annualized return of 11.40%, while VOO has yielded a comparatively higher 13.26% annualized return.
FBMS
5.43%
1.94%
16.11%
54.73%
3.72%
11.40%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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Risk-Adjusted Performance
FBMS vs. VOO — Risk-Adjusted Performance Rank
FBMS
VOO
FBMS vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The First Bancshares, Inc. (FBMS) 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
FBMS vs. VOO - Dividend Comparison
FBMS's dividend yield for the trailing twelve months is around 2.73%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBMS The First Bancshares, Inc. | 2.73% | 2.86% | 3.07% | 2.31% | 1.50% | 1.36% | 0.87% | 0.66% | 0.44% | 0.55% | 0.82% | 1.05% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBMS vs. VOO - Drawdown Comparison
The maximum FBMS drawdown since its inception was -83.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBMS and VOO. For additional features, visit the drawdowns tool.
Volatility
FBMS vs. VOO - Volatility Comparison
The First Bancshares, Inc. (FBMS) has a higher volatility of 7.63% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that FBMS'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.