GEBN.SW vs. VOO
Compare and contrast key facts about Geberit AG (GEBN.SW) 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: GEBN.SW or VOO.
Key characteristics
GEBN.SW | VOO | |
---|---|---|
YTD Return | 5.66% | 10.48% |
1Y Return | 13.26% | 28.69% |
3Y Return (Ann) | -1.26% | 9.60% |
5Y Return (Ann) | 6.55% | 14.65% |
10Y Return (Ann) | 9.38% | 12.89% |
Sharpe Ratio | 0.55 | 2.52 |
Daily Std Dev | 24.11% | 11.57% |
Max Drawdown | -56.70% | -33.99% |
Current Drawdown | -22.86% | -0.06% |
Correlation
The correlation between GEBN.SW and VOO is 0.37, 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
GEBN.SW vs. VOO - Performance Comparison
In the year-to-date period, GEBN.SW achieves a 5.66% return, which is significantly lower than VOO's 10.48% return. Over the past 10 years, GEBN.SW has underperformed VOO with an annualized return of 9.38%, while VOO has yielded a comparatively higher 12.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GEBN.SW vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Geberit AG (GEBN.SW) 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
GEBN.SW vs. VOO - Dividend Comparison
GEBN.SW's dividend yield for the trailing twelve months is around 2.29%, more than VOO's 1.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Geberit AG | 2.29% | 2.34% | 2.87% | 1.53% | 2.04% | 1.99% | 2.72% | 2.33% | 2.06% | 2.44% | 2.22% | 1.04% |
Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
GEBN.SW vs. VOO - Drawdown Comparison
The maximum GEBN.SW drawdown since its inception was -56.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GEBN.SW and VOO. For additional features, visit the drawdowns tool.
Volatility
GEBN.SW vs. VOO - Volatility Comparison
Geberit AG (GEBN.SW) has a higher volatility of 7.13% compared to Vanguard S&P 500 ETF (VOO) at 3.36%. This indicates that GEBN.SW'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.