VBAIX vs. NOBL
Compare and contrast key facts about Vanguard Balanced Index Fund Institutional Shares (VBAIX) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL).
VBAIX is managed by Vanguard. It was launched on Dec 1, 2000. NOBL is a passively managed fund by ProShares that tracks the performance of the S&P 500 Dividend Aristocrats Index. It was launched on Oct 9, 2013.
Performance
VBAIX vs. NOBL - Performance Comparison
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VBAIX vs. NOBL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | -4.19% | 13.60% | 17.78% | 17.55% | -16.87% | 14.20% | 16.40% | 21.79% | -2.83% | 13.86% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.36% | 6.84% | 6.72% | 8.09% | -6.52% | 25.46% | 8.35% | 27.39% | -3.26% | 21.02% |
Returns By Period
In the year-to-date period, VBAIX achieves a -4.19% return, which is significantly lower than NOBL's 2.36% return. Over the past 10 years, VBAIX has underperformed NOBL with an annualized return of 9.08%, while NOBL has yielded a comparatively higher 9.54% annualized return.
VBAIX
- 1D
- -0.08%
- 1M
- -5.44%
- YTD
- -4.19%
- 6M
- -2.39%
- 1Y
- 10.88%
- 3Y*
- 12.60%
- 5Y*
- 6.93%
- 10Y*
- 9.08%
NOBL
- 1D
- 1.28%
- 1M
- -7.04%
- YTD
- 2.36%
- 6M
- 4.01%
- 1Y
- 6.06%
- 3Y*
- 7.41%
- 5Y*
- 6.31%
- 10Y*
- 9.54%
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VBAIX vs. NOBL - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is lower than NOBL's 0.35% expense ratio.
Return for Risk
VBAIX vs. NOBL — Risk / Return Rank
VBAIX
NOBL
VBAIX vs. NOBL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL). 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.
| VBAIX | NOBL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.40 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.68 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.66 | +0.64 |
Martin ratioReturn relative to average drawdown | 6.21 | 2.36 | +3.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBAIX | NOBL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.40 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.44 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.58 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.64 | -0.02 |
Correlation
The correlation between VBAIX and NOBL is 0.80, 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.
Dividends
VBAIX vs. NOBL - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 5.86%, more than NOBL's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.86% | 6.01% | 8.01% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.14% | 2.14% | 2.05% | 2.09% | 1.94% | 1.89% | 2.14% | 1.89% | 2.37% | 1.74% | 2.13% | 2.02% |
Drawdowns
VBAIX vs. NOBL - Drawdown Comparison
The maximum VBAIX drawdown since its inception was -35.82%, roughly equal to the maximum NOBL drawdown of -35.43%. Use the drawdown chart below to compare losses from any high point for VBAIX and NOBL.
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Drawdown Indicators
| VBAIX | NOBL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.82% | -35.43% | -0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -11.20% | +3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -17.92% | -3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -22.77% | -35.43% | +12.66% |
Current DrawdownCurrent decline from peak | -5.84% | -7.04% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -3.45% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.15% | -1.51% |
Volatility
VBAIX vs. NOBL - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Institutional Shares (VBAIX) is 3.07%, while ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has a volatility of 3.61%. This indicates that VBAIX experiences smaller price fluctuations and is considered to be less risky than NOBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBAIX | NOBL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 3.61% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 8.07% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 15.29% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.06% | 14.40% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 16.60% | -5.41% |