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:
0.56
VOO:
0.54
VBIAX:
0.85
VOO:
0.88
VBIAX:
1.12
VOO:
1.13
VBIAX:
0.51
VOO:
0.55
VBIAX:
2.09
VOO:
2.27
VBIAX:
3.25%
VOO:
4.55%
VBIAX:
12.27%
VOO:
19.19%
VBIAX:
-35.90%
VOO:
-33.99%
VBIAX:
-7.51%
VOO:
-9.90%
Returns By Period
In the year-to-date period, VBIAX achieves a -4.43% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, VBIAX has underperformed VOO with an annualized return of 7.50%, while VOO has yielded a comparatively higher 12.24% annualized return.
VBIAX
-4.43%
-0.34%
-3.68%
6.59%
8.42%
7.50%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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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 4.55%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 4.55% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
VOO Vanguard S&P 500 ETF | 1.38% | 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 8.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.