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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBAIX or NOBL.
Correlation
The correlation between VBAIX and NOBL is 0.83, 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
VBAIX vs. NOBL - Performance Comparison
Key characteristics
VBAIX:
1.90
NOBL:
0.95
VBAIX:
2.63
NOBL:
1.37
VBAIX:
1.35
NOBL:
1.17
VBAIX:
1.89
NOBL:
1.25
VBAIX:
11.81
NOBL:
3.89
VBAIX:
1.35%
NOBL:
2.50%
VBAIX:
8.40%
NOBL:
10.26%
VBAIX:
-35.82%
NOBL:
-35.43%
VBAIX:
-2.69%
NOBL:
-7.11%
Returns By Period
In the year-to-date period, VBAIX achieves a 14.74% return, which is significantly higher than NOBL's 7.38% return. Over the past 10 years, VBAIX has underperformed NOBL with an annualized return of 7.49%, while NOBL has yielded a comparatively higher 9.36% annualized return.
VBAIX
14.74%
-0.47%
6.59%
15.10%
7.06%
7.49%
NOBL
7.38%
-4.11%
4.12%
8.64%
8.12%
9.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBAIX vs. NOBL - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is lower than NOBL's 0.35% expense ratio.
Risk-Adjusted Performance
VBAIX vs. NOBL - Risk-Adjusted Performance 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.
Dividends
VBAIX vs. NOBL - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 1.54%, more than NOBL's 1.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 1.54% | 2.05% | 1.94% | 1.39% | 1.66% | 2.13% | 2.32% | 1.96% | 2.10% | 2.10% | 1.93% | 1.85% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 1.45% | 2.09% | 1.94% | 1.89% | 2.14% | 1.89% | 2.37% | 1.74% | 2.13% | 2.02% | 1.60% | 0.30% |
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. For additional features, visit the drawdowns tool.
Volatility
VBAIX vs. NOBL - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Institutional Shares (VBAIX) is 2.85%, while ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has a volatility of 3.48%. 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.