Correlation
The correlation between FCNCA and VOO is 0.55, 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.
FCNCA vs. VOO
Compare and contrast key facts about First Citizens BancShares, Inc. (FCNCA) 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: FCNCA or VOO.
Performance
FCNCA vs. VOO - Performance Comparison
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Key characteristics
FCNCA:
0.18
VOO:
0.70
FCNCA:
0.45
VOO:
1.05
FCNCA:
1.06
VOO:
1.15
FCNCA:
0.12
VOO:
0.69
FCNCA:
0.30
VOO:
2.62
FCNCA:
13.49%
VOO:
4.93%
FCNCA:
39.83%
VOO:
19.55%
FCNCA:
-63.51%
VOO:
-33.99%
FCNCA:
-21.48%
VOO:
-3.45%
Returns By Period
In the year-to-date period, FCNCA achieves a -12.64% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, FCNCA has outperformed VOO with an annualized return of 23.00%, while VOO has yielded a comparatively lower 12.81% annualized return.
FCNCA
-12.64%
2.86%
-19.97%
6.14%
38.52%
37.23%
23.00%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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Risk-Adjusted Performance
FCNCA vs. VOO — Risk-Adjusted Performance Rank
FCNCA
VOO
FCNCA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Citizens BancShares, Inc. (FCNCA) 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
FCNCA vs. VOO - Dividend Comparison
FCNCA's dividend yield for the trailing twelve months is around 0.50%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.50% | 0.33% | 0.27% | 0.28% | 0.23% | 0.29% | 0.30% | 0.38% | 0.31% | 0.34% | 0.46% | 0.47% |
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
FCNCA vs. VOO - Drawdown Comparison
The maximum FCNCA drawdown since its inception was -63.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCNCA and VOO.
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Volatility
FCNCA vs. VOO - Volatility Comparison
First Citizens BancShares, Inc. (FCNCA) has a higher volatility of 9.03% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that FCNCA'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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