IBALX vs. VOO
Compare and contrast key facts about Transamerica Multi-Managed Balanced Fund (IBALX) and Vanguard S&P 500 ETF (VOO).
IBALX is managed by BlackRock. It was launched on Dec 1, 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.
Performance
IBALX vs. VOO - Performance Comparison
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IBALX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBALX Transamerica Multi-Managed Balanced Fund | -4.82% | 12.69% | 14.53% | 18.44% | -16.48% | 16.65% | 15.55% | 21.33% | -3.99% | 13.84% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, IBALX achieves a -4.82% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, IBALX has underperformed VOO with an annualized return of 8.68%, while VOO has yielded a comparatively higher 14.05% annualized return.
IBALX
- 1D
- 0.03%
- 1M
- -5.58%
- YTD
- -4.82%
- 6M
- -3.08%
- 1Y
- 9.42%
- 3Y*
- 11.16%
- 5Y*
- 6.67%
- 10Y*
- 8.68%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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IBALX vs. VOO - Expense Ratio Comparison
IBALX has a 0.96% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
IBALX vs. VOO — Risk / Return Rank
IBALX
VOO
IBALX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Multi-Managed Balanced Fund (IBALX) 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.
| IBALX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.98 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.50 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.53 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.18 | 7.29 | -2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBALX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.98 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.83 | -0.08 |
Correlation
The correlation between IBALX and VOO is 0.97, 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.
Dividends
IBALX vs. VOO - Dividend Comparison
IBALX's dividend yield for the trailing twelve months is around 6.46%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBALX Transamerica Multi-Managed Balanced Fund | 6.46% | 6.13% | 7.92% | 4.09% | 3.09% | 6.82% | 4.84% | 4.15% | 8.16% | 3.20% | 1.49% | 3.44% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
IBALX vs. VOO - Drawdown Comparison
The maximum IBALX drawdown since its inception was -43.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IBALX and VOO.
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Drawdown Indicators
| IBALX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.33% | -33.99% | -9.34% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -11.98% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -24.52% | +0.88% |
Max Drawdown (10Y)Largest decline over 10 years | -23.64% | -33.99% | +10.35% |
Current DrawdownCurrent decline from peak | -6.08% | -6.29% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -3.72% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.52% | -0.84% |
Volatility
IBALX vs. VOO - Volatility Comparison
The current volatility for Transamerica Multi-Managed Balanced Fund (IBALX) is 2.98%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that IBALX 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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Volatility by Period
| IBALX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.98% | 5.29% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.67% | 9.44% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 18.10% | -7.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.44% | 16.82% | -5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.46% | 17.99% | -6.53% |