SVBAX vs. VOO
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and Vanguard S&P 500 ETF (VOO).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. 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: SVBAX or VOO.
Correlation
The correlation between SVBAX and VOO is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SVBAX vs. VOO - Performance Comparison
Key characteristics
SVBAX:
0.22
VOO:
0.52
SVBAX:
0.43
VOO:
0.89
SVBAX:
1.06
VOO:
1.13
SVBAX:
0.22
VOO:
0.57
SVBAX:
0.77
VOO:
2.18
SVBAX:
3.81%
VOO:
4.85%
SVBAX:
11.79%
VOO:
19.11%
SVBAX:
-40.82%
VOO:
-33.99%
SVBAX:
-5.97%
VOO:
-7.67%
Returns By Period
In the year-to-date period, SVBAX achieves a -1.00% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, SVBAX has underperformed VOO with an annualized return of 5.58%, while VOO has yielded a comparatively higher 12.42% annualized return.
SVBAX
-1.00%
3.18%
-3.35%
2.60%
7.93%
5.58%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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SVBAX vs. VOO - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SVBAX vs. VOO — Risk-Adjusted Performance Rank
SVBAX
VOO
SVBAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) 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
SVBAX vs. VOO - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 1.64%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 1.64% | 1.52% | 1.49% | 1.60% | 1.07% | 1.32% | 1.49% | 1.91% | 1.65% | 1.71% | 2.10% | 2.15% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SVBAX vs. VOO - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SVBAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SVBAX vs. VOO - Volatility Comparison
The current volatility for John Hancock Balanced Fund (SVBAX) is 4.20%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that SVBAX 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.