VBAIX vs. VOO
Compare and contrast key facts about Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Vanguard S&P 500 ETF (VOO).
VBAIX is managed by Vanguard. It was launched on Dec 1, 2000. 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: VBAIX or VOO.
Correlation
The correlation between VBAIX and VOO is 0.97, 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. VOO - Performance Comparison
Key characteristics
VBAIX:
1.52
VOO:
2.21
VBAIX:
2.01
VOO:
2.92
VBAIX:
1.29
VOO:
1.41
VBAIX:
1.82
VOO:
3.34
VBAIX:
7.46
VOO:
14.07
VBAIX:
1.86%
VOO:
2.01%
VBAIX:
9.14%
VOO:
12.80%
VBAIX:
-35.82%
VOO:
-33.99%
VBAIX:
-4.49%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VBAIX achieves a 1.36% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, VBAIX has underperformed VOO with an annualized return of 7.38%, while VOO has yielded a comparatively higher 13.52% annualized return.
VBAIX
1.36%
-1.32%
3.54%
13.35%
6.17%
7.38%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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VBAIX vs. VOO - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBAIX vs. VOO — Risk-Adjusted Performance Rank
VBAIX
VOO
VBAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) 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
VBAIX vs. VOO - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 2.12%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 2.12% | 2.15% | 2.05% | 1.94% | 1.39% | 1.66% | 2.13% | 2.32% | 1.96% | 2.10% | 2.10% | 1.93% |
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
VBAIX vs. VOO - Drawdown Comparison
The maximum VBAIX drawdown since its inception was -35.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VBAIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VBAIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Institutional Shares (VBAIX) is 4.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that VBAIX 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.