NTB vs. VUSA.AS
Compare and contrast key facts about The Bank of N.T. Butterfield & Son Limited (NTB) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NTB or VUSA.AS.
Correlation
The correlation between NTB and VUSA.AS is 0.32, 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
NTB vs. VUSA.AS - Performance Comparison
Key characteristics
NTB:
1.46
VUSA.AS:
2.05
NTB:
2.17
VUSA.AS:
2.81
NTB:
1.27
VUSA.AS:
1.41
NTB:
1.43
VUSA.AS:
3.08
NTB:
6.72
VUSA.AS:
13.46
NTB:
5.48%
VUSA.AS:
1.90%
NTB:
25.36%
VUSA.AS:
12.50%
NTB:
-69.74%
VUSA.AS:
-33.64%
NTB:
-4.45%
VUSA.AS:
-1.13%
Returns By Period
In the year-to-date period, NTB achieves a 7.99% return, which is significantly higher than VUSA.AS's 2.26% return.
NTB
7.99%
6.79%
8.17%
37.89%
9.29%
N/A
VUSA.AS
2.26%
0.57%
15.96%
28.09%
14.74%
13.53%
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Risk-Adjusted Performance
NTB vs. VUSA.AS — Risk-Adjusted Performance Rank
NTB
VUSA.AS
NTB vs. VUSA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of N.T. Butterfield & Son Limited (NTB) and Vanguard S&P 500 UCITS ETF (VUSA.AS). 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
NTB vs. VUSA.AS - Dividend Comparison
NTB's dividend yield for the trailing twelve months is around 4.46%, more than VUSA.AS's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NTB The Bank of N.T. Butterfield & Son Limited | 4.46% | 4.82% | 5.50% | 5.90% | 4.62% | 5.65% | 4.75% | 4.85% | 3.53% | 0.32% | 0.00% | 0.00% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 0.97% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% |
Drawdowns
NTB vs. VUSA.AS - Drawdown Comparison
The maximum NTB drawdown since its inception was -69.74%, which is greater than VUSA.AS's maximum drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for NTB and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
NTB vs. VUSA.AS - Volatility Comparison
The Bank of N.T. Butterfield & Son Limited (NTB) has a higher volatility of 10.21% compared to Vanguard S&P 500 UCITS ETF (VUSA.AS) at 3.48%. This indicates that NTB's price experiences larger fluctuations and is considered to be riskier than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.