TBG vs. VOO
Compare and contrast key facts about TBG Dividend Focus ETF (TBG) and Vanguard S&P 500 ETF (VOO).
TBG and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TBG is an actively managed fund by EA Series Trust. It was launched on Nov 6, 2023. 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: TBG or VOO.
Correlation
The correlation between TBG and VOO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TBG vs. VOO - Performance Comparison
Key characteristics
TBG:
2.25
VOO:
2.21
TBG:
3.16
VOO:
2.92
TBG:
1.41
VOO:
1.41
TBG:
3.70
VOO:
3.34
TBG:
11.29
VOO:
14.07
TBG:
2.18%
VOO:
2.01%
TBG:
10.95%
VOO:
12.80%
TBG:
-6.67%
VOO:
-33.99%
TBG:
-2.76%
VOO:
-1.36%
Returns By Period
In the year-to-date period, TBG achieves a 2.84% return, which is significantly higher than VOO's 1.98% return.
TBG
2.84%
3.27%
11.28%
23.40%
N/A
N/A
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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TBG vs. VOO - Expense Ratio Comparison
TBG has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TBG vs. VOO — Risk-Adjusted Performance Rank
TBG
VOO
TBG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TBG Dividend Focus ETF (TBG) 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
TBG vs. VOO - Dividend Comparison
TBG's dividend yield for the trailing twelve months is around 2.27%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBG TBG Dividend Focus ETF | 2.27% | 2.34% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
TBG vs. VOO - Drawdown Comparison
The maximum TBG drawdown since its inception was -6.67%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TBG and VOO. For additional features, visit the drawdowns tool.
Volatility
TBG vs. VOO - Volatility Comparison
The current volatility for TBG Dividend Focus ETF (TBG) is 4.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that TBG 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.