GSBFX vs. VOO
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and Vanguard S&P 500 ETF (VOO).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. 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: GSBFX or VOO.
Correlation
The correlation between GSBFX and VOO is 0.87, 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
GSBFX vs. VOO - Performance Comparison
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Key characteristics
GSBFX:
0.92
VOO:
0.69
GSBFX:
1.26
VOO:
1.10
GSBFX:
1.19
VOO:
1.16
GSBFX:
0.88
VOO:
0.73
GSBFX:
3.60
VOO:
2.79
GSBFX:
1.93%
VOO:
4.89%
GSBFX:
7.73%
VOO:
19.37%
GSBFX:
-41.29%
VOO:
-33.99%
GSBFX:
-0.67%
VOO:
-3.00%
Returns By Period
In the year-to-date period, GSBFX achieves a 2.94% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, GSBFX has underperformed VOO with an annualized return of 4.96%, while VOO has yielded a comparatively higher 12.78% annualized return.
GSBFX
2.94%
4.45%
0.97%
7.03%
7.15%
6.82%
4.96%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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GSBFX vs. VOO - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GSBFX vs. VOO — Risk-Adjusted Performance Rank
GSBFX
VOO
GSBFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) 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
GSBFX vs. VOO - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 4.19%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 4.19% | 4.14% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GSBFX vs. VOO - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -41.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GSBFX and VOO. For additional features, visit the drawdowns tool.
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Volatility
GSBFX vs. VOO - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 1.85%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.63%. This indicates that GSBFX 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.
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