IBDRY vs. VOO
Compare and contrast key facts about Iberdrola SA (IBDRY) 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: IBDRY or VOO.
Correlation
The correlation between IBDRY and VOO is 0.31, 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
IBDRY vs. VOO - Performance Comparison
Key characteristics
IBDRY:
1.43
VOO:
1.76
IBDRY:
1.91
VOO:
2.37
IBDRY:
1.25
VOO:
1.32
IBDRY:
1.77
VOO:
2.66
IBDRY:
4.74
VOO:
11.10
IBDRY:
5.36%
VOO:
2.02%
IBDRY:
17.73%
VOO:
12.79%
IBDRY:
-76.62%
VOO:
-33.99%
IBDRY:
-7.36%
VOO:
-2.11%
Returns By Period
In the year-to-date period, IBDRY achieves a 4.28% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, IBDRY has underperformed VOO with an annualized return of 12.30%, while VOO has yielded a comparatively higher 13.03% annualized return.
IBDRY
4.28%
2.92%
1.28%
27.28%
7.60%
12.30%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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Risk-Adjusted Performance
IBDRY vs. VOO — Risk-Adjusted Performance Rank
IBDRY
VOO
IBDRY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Iberdrola SA (IBDRY) 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
IBDRY vs. VOO - Dividend Comparison
IBDRY's dividend yield for the trailing twelve months is around 4.43%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDRY Iberdrola SA | 4.43% | 4.39% | 4.18% | 4.15% | 4.34% | 3.16% | 3.85% | 4.79% | 4.33% | 4.71% | 2.24% | 7.71% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IBDRY vs. VOO - Drawdown Comparison
The maximum IBDRY drawdown since its inception was -76.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IBDRY and VOO. For additional features, visit the drawdowns tool.
Volatility
IBDRY vs. VOO - Volatility Comparison
Iberdrola SA (IBDRY) has a higher volatility of 4.27% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that IBDRY'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.