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.
Key characteristics
VBIAX | VOO | |
---|---|---|
YTD Return | 6.06% | 11.78% |
1Y Return | 17.05% | 28.27% |
3Y Return (Ann) | 4.16% | 10.42% |
5Y Return (Ann) | 8.72% | 15.03% |
10Y Return (Ann) | 8.13% | 13.05% |
Sharpe Ratio | 2.17 | 2.56 |
Daily Std Dev | 8.45% | 11.55% |
Max Drawdown | -35.90% | -33.99% |
Current Drawdown | -0.23% | -0.04% |
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
In the year-to-date period, VBIAX achieves a 6.06% return, which is significantly lower than VOO's 11.78% return. Over the past 10 years, VBIAX has underperformed VOO with an annualized return of 8.13%, while VOO has yielded a comparatively higher 13.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 4.33%, more than VOO's 1.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Balanced Index Fund Admiral Shares | 4.33% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Vanguard S&P 500 ETF | 1.32% | 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 2.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.37%. 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.