IDITX vs. VOO
Compare and contrast key facts about Transamerica Bond (IDITX) and Vanguard S&P 500 ETF (VOO).
IDITX is managed by Transamerica. It was launched on Jun 29, 1987. 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: IDITX or VOO.
Correlation
The correlation between IDITX and VOO is 0.09, 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
IDITX vs. VOO - Performance Comparison
Key characteristics
IDITX:
0.91
VOO:
1.89
IDITX:
1.33
VOO:
2.54
IDITX:
1.16
VOO:
1.35
IDITX:
0.36
VOO:
2.83
IDITX:
2.46
VOO:
11.83
IDITX:
1.88%
VOO:
2.02%
IDITX:
5.06%
VOO:
12.66%
IDITX:
-21.28%
VOO:
-33.99%
IDITX:
-7.27%
VOO:
-0.42%
Returns By Period
In the year-to-date period, IDITX achieves a 0.86% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, IDITX has underperformed VOO with an annualized return of 1.60%, while VOO has yielded a comparatively higher 13.26% annualized return.
IDITX
0.86%
0.86%
-0.43%
4.75%
-0.62%
1.60%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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IDITX vs. VOO - Expense Ratio Comparison
IDITX has a 0.88% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IDITX vs. VOO — Risk-Adjusted Performance Rank
IDITX
VOO
IDITX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Bond (IDITX) 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
IDITX vs. VOO - Dividend Comparison
IDITX's dividend yield for the trailing twelve months is around 4.15%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDITX Transamerica Bond | 4.15% | 4.16% | 3.58% | 2.93% | 2.20% | 2.32% | 3.07% | 3.72% | 3.71% | 3.73% | 3.40% | 2.85% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IDITX vs. VOO - Drawdown Comparison
The maximum IDITX drawdown since its inception was -21.28%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IDITX and VOO. For additional features, visit the drawdowns tool.
Volatility
IDITX vs. VOO - Volatility Comparison
The current volatility for Transamerica Bond (IDITX) is 1.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that IDITX 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.