VBIAX vs. VOO
Compare and contrast key facts about Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard S&P 500 ETF (VOO).
VBIAX is managed by Vanguard. It was launched on Nov 13, 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: VBIAX or VOO.
Correlation
The correlation between VBIAX 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
VBIAX vs. VOO - Performance Comparison
Key characteristics
VBIAX:
1.35
VOO:
2.21
VBIAX:
1.82
VOO:
2.93
VBIAX:
1.25
VOO:
1.41
VBIAX:
1.41
VOO:
3.25
VBIAX:
8.86
VOO:
14.47
VBIAX:
1.35%
VOO:
1.90%
VBIAX:
8.84%
VOO:
12.43%
VBIAX:
-35.90%
VOO:
-33.99%
VBIAX:
-3.42%
VOO:
-2.87%
Returns By Period
In the year-to-date period, VBIAX achieves a 13.86% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, VBIAX has underperformed VOO with an annualized return of 7.40%, while VOO has yielded a comparatively higher 13.04% annualized return.
VBIAX
13.86%
-0.83%
5.71%
15.10%
6.86%
7.40%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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VBIAX vs. VOO - Expense Ratio Comparison
VBIAX has a 0.07% 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
VBIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Admiral Shares (VBIAX) 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
VBIAX vs. VOO - Dividend Comparison
VBIAX's dividend yield for the trailing twelve months is around 1.55%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 1.55% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VBIAX vs. VOO - Drawdown Comparison
The maximum VBIAX drawdown since its inception was -35.90%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VBIAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VBIAX vs. VOO - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Admiral Shares (VBIAX) is 2.74%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. This indicates that VBIAX 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.