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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBALX or VOO.
Correlation
The correlation between IBALX and VOO is 0.96, 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
IBALX vs. VOO - Performance Comparison
Key characteristics
IBALX:
0.12
VOO:
0.55
IBALX:
0.25
VOO:
0.89
IBALX:
1.04
VOO:
1.13
IBALX:
0.09
VOO:
0.56
IBALX:
0.27
VOO:
2.28
IBALX:
5.75%
VOO:
4.60%
IBALX:
12.93%
VOO:
19.19%
IBALX:
-48.29%
VOO:
-33.99%
IBALX:
-11.34%
VOO:
-9.85%
Returns By Period
In the year-to-date period, IBALX achieves a -2.83% return, which is significantly higher than VOO's -5.69% return. Over the past 10 years, IBALX has underperformed VOO with an annualized return of 3.91%, while VOO has yielded a comparatively higher 12.13% annualized return.
IBALX
-2.83%
-0.55%
-8.62%
1.24%
4.49%
3.91%
VOO
-5.69%
-0.86%
-4.52%
9.85%
15.26%
12.13%
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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.
Risk-Adjusted Performance
IBALX vs. VOO — Risk-Adjusted Performance Rank
IBALX
VOO
IBALX vs. VOO - Risk-Adjusted Performance 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.
Dividends
IBALX vs. VOO - Dividend Comparison
IBALX's dividend yield for the trailing twelve months is around 8.24%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBALX Transamerica Multi-Managed Balanced Fund | 8.24% | 7.92% | 4.09% | 3.09% | 6.82% | 4.84% | 4.15% | 8.16% | 3.20% | 1.49% | 3.44% | 5.74% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IBALX vs. VOO - Drawdown Comparison
The maximum IBALX drawdown since its inception was -48.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IBALX and VOO. For additional features, visit the drawdowns tool.
Volatility
IBALX vs. VOO - Volatility Comparison
The current volatility for Transamerica Multi-Managed Balanced Fund (IBALX) is 8.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.