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:
1.67
VOO:
2.21
SVBAX:
2.26
VOO:
2.92
SVBAX:
1.30
VOO:
1.41
SVBAX:
2.54
VOO:
3.34
SVBAX:
7.75
VOO:
14.07
SVBAX:
1.86%
VOO:
2.01%
SVBAX:
8.63%
VOO:
12.80%
SVBAX:
-40.82%
VOO:
-33.99%
SVBAX:
-2.83%
VOO:
-1.36%
Returns By Period
In the year-to-date period, SVBAX achieves a 2.31% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, SVBAX has underperformed VOO with an annualized return of 6.18%, while VOO has yielded a comparatively higher 13.37% annualized return.
SVBAX
2.31%
1.85%
2.87%
13.13%
7.68%
6.18%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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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 1.49%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 1.49% | 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 | 1.22% | 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 3.76%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.