GBDC vs. VOO
Compare and contrast key facts about Golub Capital BDC, Inc. (GBDC) 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: GBDC or VOO.
Correlation
The correlation between GBDC and VOO is 0.39, 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
GBDC vs. VOO - Performance Comparison
Key characteristics
GBDC:
1.00
VOO:
1.96
GBDC:
1.50
VOO:
2.62
GBDC:
1.18
VOO:
1.36
GBDC:
0.87
VOO:
2.99
GBDC:
1.93
VOO:
12.55
GBDC:
7.18%
VOO:
2.01%
GBDC:
13.81%
VOO:
12.90%
GBDC:
-47.58%
VOO:
-33.99%
GBDC:
-3.18%
VOO:
-1.69%
Returns By Period
In the year-to-date period, GBDC achieves a 2.84% return, which is significantly higher than VOO's 2.31% return. Over the past 10 years, GBDC has underperformed VOO with an annualized return of 8.04%, while VOO has yielded a comparatively higher 13.71% annualized return.
GBDC
2.84%
2.23%
7.04%
12.30%
7.50%
8.04%
VOO
2.31%
0.76%
10.79%
24.60%
14.76%
13.71%
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Risk-Adjusted Performance
GBDC vs. VOO — Risk-Adjusted Performance Rank
GBDC
VOO
GBDC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Golub Capital BDC, Inc. (GBDC) 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
GBDC vs. VOO - Dividend Comparison
GBDC's dividend yield for the trailing twelve months is around 11.80%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBDC Golub Capital BDC, Inc. | 11.80% | 12.14% | 10.00% | 9.35% | 7.58% | 8.37% | 6.99% | 8.49% | 7.47% | 8.32% | 7.70% | 7.14% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GBDC vs. VOO - Drawdown Comparison
The maximum GBDC drawdown since its inception was -47.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GBDC and VOO. For additional features, visit the drawdowns tool.
Volatility
GBDC vs. VOO - Volatility Comparison
The current volatility for Golub Capital BDC, Inc. (GBDC) is 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.22%. This indicates that GBDC 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.