OBIL vs. VOO
Compare and contrast key facts about US Treasury 12 Month Bill ETF (OBIL) and Vanguard S&P 500 ETF (VOO).
OBIL and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OBIL is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA US 1-Year Treasury Bill Index - Benchmark TR Gross. It was launched on Nov 14, 2022. 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. Both OBIL and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBIL or VOO.
Correlation
The correlation between OBIL and VOO is 0.01, 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
OBIL vs. VOO - Performance Comparison
Key characteristics
OBIL:
6.38
VOO:
1.31
OBIL:
11.03
VOO:
1.79
OBIL:
3.14
VOO:
1.24
OBIL:
16.77
VOO:
2.00
OBIL:
108.94
VOO:
8.07
OBIL:
0.04%
VOO:
2.10%
OBIL:
0.76%
VOO:
12.95%
OBIL:
-0.33%
VOO:
-33.99%
OBIL:
-0.29%
VOO:
-4.75%
Returns By Period
In the year-to-date period, OBIL achieves a 0.39% return, which is significantly higher than VOO's -0.35% return.
OBIL
0.39%
0.14%
1.98%
4.72%
N/A
N/A
VOO
-0.35%
-2.97%
4.30%
15.39%
15.15%
12.97%
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OBIL vs. VOO - Expense Ratio Comparison
OBIL has a 0.15% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
OBIL vs. VOO — Risk-Adjusted Performance Rank
OBIL
VOO
OBIL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 12 Month Bill ETF (OBIL) 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
OBIL vs. VOO - Dividend Comparison
OBIL's dividend yield for the trailing twelve months is around 4.11%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIL US Treasury 12 Month Bill ETF | 4.11% | 4.56% | 4.92% | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OBIL vs. VOO - Drawdown Comparison
The maximum OBIL drawdown since its inception was -0.33%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OBIL and VOO. For additional features, visit the drawdowns tool.
Volatility
OBIL vs. VOO - Volatility Comparison
The current volatility for US Treasury 12 Month Bill ETF (OBIL) is 0.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.01%. This indicates that OBIL 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.