RILY vs. VOO
Compare and contrast key facts about B. Riley Financial, Inc. (RILY) 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: RILY or VOO.
Key characteristics
| RILY | VOO | |
|---|---|---|
| YTD Return | 38.96% | 11.61% |
| 1Y Return | -14.47% | 29.33% |
| 3Y Return (Ann) | -21.52% | 10.04% |
| 5Y Return (Ann) | 16.00% | 15.01% |
| 10Y Return (Ann) | 35.94% | 12.96% |
| Sharpe Ratio | -0.08 | 2.66 |
| Daily Std Dev | 99.02% | 11.60% |
| Max Drawdown | -99.26% | -33.99% |
| Current Drawdown | -75.98% | -0.19% |
Correlation
The correlation between RILY and VOO is 0.30, 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
RILY vs. VOO - Performance Comparison
In the year-to-date period, RILY achieves a 38.96% return, which is significantly higher than VOO's 11.61% return. Over the past 10 years, RILY has outperformed VOO with an annualized return of 35.94%, while VOO has yielded a comparatively lower 12.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
RILY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for B. Riley Financial, Inc. (RILY) 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
RILY vs. VOO - Dividend Comparison
RILY's dividend yield for the trailing twelve months is around 8.77%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RILY B. Riley Financial, Inc. | 8.77% | 19.06% | 11.70% | 5.63% | 2.32% | 2.88% | 5.21% | 3.70% | 1.48% | 3.23% | 0.24% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
RILY vs. VOO - Drawdown Comparison
The maximum RILY drawdown since its inception was -99.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RILY and VOO. For additional features, visit the drawdowns tool.
Volatility
RILY vs. VOO - Volatility Comparison
B. Riley Financial, Inc. (RILY) has a higher volatility of 43.92% compared to Vanguard S&P 500 ETF (VOO) at 3.41%. This indicates that RILY'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.