TBGVX vs. VOO
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and Vanguard S&P 500 ETF (VOO).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. 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: TBGVX or VOO.
Correlation
The correlation between TBGVX and VOO is 0.67, 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
TBGVX vs. VOO - Performance Comparison
Key characteristics
TBGVX:
-0.16
VOO:
0.57
TBGVX:
-0.11
VOO:
0.92
TBGVX:
0.98
VOO:
1.13
TBGVX:
-0.14
VOO:
0.58
TBGVX:
-0.36
VOO:
2.42
TBGVX:
6.64%
VOO:
4.51%
TBGVX:
14.89%
VOO:
19.17%
TBGVX:
-60.59%
VOO:
-33.99%
TBGVX:
-8.91%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TBGVX achieves a 6.97% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, TBGVX has underperformed VOO with an annualized return of 1.15%, while VOO has yielded a comparatively higher 12.02% annualized return.
TBGVX
6.97%
-1.90%
-4.25%
-3.39%
5.19%
1.15%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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TBGVX vs. VOO - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TBGVX vs. VOO — Risk-Adjusted Performance Rank
TBGVX
VOO
TBGVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) 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
TBGVX vs. VOO - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 9.30%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 9.30% | 9.95% | 4.55% | 5.68% | 8.89% | 0.94% | 1.88% | 6.74% | 1.45% | 3.16% | 4.94% | 3.79% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TBGVX vs. VOO - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -60.59%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TBGVX and VOO. For additional features, visit the drawdowns tool.
Volatility
TBGVX vs. VOO - Volatility Comparison
The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 8.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that TBGVX 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.