GCBLX vs. VOO
Compare and contrast key facts about Green Century Balanced Fund (GCBLX) and Vanguard S&P 500 ETF (VOO).
GCBLX is managed by Green Century. It was launched on Mar 17, 1992. 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: GCBLX or VOO.
Correlation
The correlation between GCBLX and VOO is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GCBLX vs. VOO - Performance Comparison
Key characteristics
GCBLX:
0.54
VOO:
0.63
GCBLX:
0.84
VOO:
1.00
GCBLX:
1.12
VOO:
1.15
GCBLX:
0.48
VOO:
0.65
GCBLX:
1.76
VOO:
2.54
GCBLX:
3.59%
VOO:
4.78%
GCBLX:
11.59%
VOO:
19.12%
GCBLX:
-64.30%
VOO:
-33.99%
GCBLX:
-5.07%
VOO:
-8.57%
Returns By Period
In the year-to-date period, GCBLX achieves a -1.17% return, which is significantly higher than VOO's -4.35% return. Over the past 10 years, GCBLX has underperformed VOO with an annualized return of 6.22%, while VOO has yielded a comparatively higher 12.23% annualized return.
GCBLX
-1.17%
7.34%
-2.03%
3.84%
7.84%
6.22%
VOO
-4.35%
10.32%
-2.47%
9.64%
16.03%
12.23%
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GCBLX vs. VOO - Expense Ratio Comparison
GCBLX has a 1.46% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GCBLX vs. VOO — Risk-Adjusted Performance Rank
GCBLX
VOO
GCBLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Green Century Balanced Fund (GCBLX) 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
GCBLX vs. VOO - Dividend Comparison
GCBLX's dividend yield for the trailing twelve months is around 0.50%, less than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCBLX Green Century Balanced Fund | 0.50% | 0.49% | 0.48% | 0.14% | 0.00% | 0.23% | 0.35% | 0.32% | 0.11% | 0.12% | 0.00% | 0.36% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GCBLX vs. VOO - Drawdown Comparison
The maximum GCBLX drawdown since its inception was -64.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GCBLX and VOO. For additional features, visit the drawdowns tool.
Volatility
GCBLX vs. VOO - Volatility Comparison
The current volatility for Green Century Balanced Fund (GCBLX) is 6.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.27%. This indicates that GCBLX 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.