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:
2.03
VOO:
2.21
VBIAX:
2.78
VOO:
2.92
VBIAX:
1.37
VOO:
1.41
VBIAX:
3.71
VOO:
3.34
VBIAX:
11.42
VOO:
14.07
VBIAX:
1.53%
VOO:
2.01%
VBIAX:
8.59%
VOO:
12.80%
VBIAX:
-35.90%
VOO:
-33.99%
VBIAX:
-1.90%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VBIAX achieves a 1.36% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, VBIAX has underperformed VOO with an annualized return of 8.26%, while VOO has yielded a comparatively higher 13.37% annualized return.
VBIAX
1.36%
0.81%
5.64%
16.01%
8.13%
8.26%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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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 Rank
VBIAX
VOO
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 5.20%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.20% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
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
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 3.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.