Correlation
The correlation between SB and VOO is 0.36, 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.
SB vs. VOO
Compare and contrast key facts about Safe Bulkers, Inc. (SB) 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: SB or VOO.
Performance
SB vs. VOO - Performance Comparison
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Key characteristics
SB:
-0.80
VOO:
0.60
SB:
-1.21
VOO:
0.88
SB:
0.87
VOO:
1.13
SB:
-0.46
VOO:
0.56
SB:
-0.97
VOO:
2.13
SB:
32.37%
VOO:
4.91%
SB:
35.92%
VOO:
19.46%
SB:
-97.41%
VOO:
-33.99%
SB:
-62.73%
VOO:
-5.22%
Returns By Period
In the year-to-date period, SB achieves a 3.91% return, which is significantly higher than VOO's -0.85% return. Over the past 10 years, SB has underperformed VOO with an annualized return of 2.43%, while VOO has yielded a comparatively higher 12.64% annualized return.
SB
3.91%
7.96%
-9.88%
-29.70%
-3.14%
35.37%
2.43%
VOO
-0.85%
5.19%
-2.10%
10.85%
15.45%
16.18%
12.64%
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Risk-Adjusted Performance
SB vs. VOO — Risk-Adjusted Performance Rank
SB
VOO
SB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Safe Bulkers, Inc. (SB) 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.
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Dividends
SB vs. VOO - Dividend Comparison
SB's dividend yield for the trailing twelve months is around 4.10%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SB Safe Bulkers, Inc. | 4.10% | 5.60% | 5.09% | 6.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.94% | 5.63% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SB vs. VOO - Drawdown Comparison
The maximum SB drawdown since its inception was -97.41%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SB and VOO.
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Volatility
SB vs. VOO - Volatility Comparison
Safe Bulkers, Inc. (SB) has a higher volatility of 7.98% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that SB'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.
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