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 0.95, 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:
0.18
VOO:
1.76
GCBLX:
0.28
VOO:
2.37
GCBLX:
1.05
VOO:
1.32
GCBLX:
0.14
VOO:
2.66
GCBLX:
0.53
VOO:
11.10
GCBLX:
3.62%
VOO:
2.02%
GCBLX:
10.58%
VOO:
12.79%
GCBLX:
-70.09%
VOO:
-33.99%
GCBLX:
-11.20%
VOO:
-2.11%
Returns By Period
In the year-to-date period, GCBLX achieves a 0.73% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, GCBLX has underperformed VOO with an annualized return of 3.58%, while VOO has yielded a comparatively higher 13.03% annualized return.
GCBLX
0.73%
-1.12%
-6.75%
1.05%
2.67%
3.58%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 0.49%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCBLX Green Century Balanced Fund | 0.49% | 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 | 1.22% | 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 -70.09%, 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 2.10%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. 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.