HRB vs. VOO
Compare and contrast key facts about H&R Block, Inc. (HRB) 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: HRB or VOO.
Correlation
The correlation between HRB and VOO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HRB vs. VOO - Performance Comparison
Key characteristics
HRB:
0.76
VOO:
0.56
HRB:
1.23
VOO:
0.92
HRB:
1.16
VOO:
1.13
HRB:
0.97
VOO:
0.58
HRB:
1.96
VOO:
2.25
HRB:
11.62%
VOO:
4.83%
HRB:
30.91%
VOO:
19.11%
HRB:
-62.08%
VOO:
-33.99%
HRB:
-10.65%
VOO:
-7.55%
Returns By Period
In the year-to-date period, HRB achieves a 11.24% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, HRB has underperformed VOO with an annualized return of 10.41%, while VOO has yielded a comparatively higher 12.40% annualized return.
HRB
11.24%
6.61%
-6.63%
23.39%
34.37%
10.41%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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Risk-Adjusted Performance
HRB vs. VOO — Risk-Adjusted Performance Rank
HRB
VOO
HRB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for H&R Block, Inc. (HRB) 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
HRB vs. VOO - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 2.48%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.48% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HRB vs. VOO - Drawdown Comparison
The maximum HRB drawdown since its inception was -62.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HRB and VOO. For additional features, visit the drawdowns tool.
Volatility
HRB vs. VOO - Volatility Comparison
H&R Block, Inc. (HRB) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.10% and 11.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.