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:
2.52
VOO:
0.75
IBDRY:
3.08
VOO:
1.15
IBDRY:
1.45
VOO:
1.17
IBDRY:
3.99
VOO:
0.77
IBDRY:
9.53
VOO:
3.04
IBDRY:
5.48%
VOO:
4.72%
IBDRY:
20.74%
VOO:
19.15%
IBDRY:
-76.63%
VOO:
-33.99%
IBDRY:
-1.07%
VOO:
-7.30%
Returns By Period
In the year-to-date period, IBDRY achieves a 32.09% return, which is significantly higher than VOO's -3.02% return. Over the past 10 years, IBDRY has outperformed VOO with an annualized return of 15.49%, while VOO has yielded a comparatively lower 12.54% annualized return.
IBDRY
32.09%
7.56%
21.29%
50.33%
17.97%
15.49%
VOO
-3.02%
11.86%
-0.14%
12.28%
16.47%
12.54%
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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 3.49%, more than VOO's 1.34% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDRY Iberdrola SA | 3.49% | 4.39% | 4.18% | 4.15% | 4.34% | 3.15% | 3.85% | 4.78% | 4.33% | 4.71% | 2.24% | 7.67% |
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
IBDRY vs. VOO - Drawdown Comparison
The maximum IBDRY drawdown since its inception was -76.63%, 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
The current volatility for Iberdrola SA (IBDRY) is 12.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. This indicates that IBDRY 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.