VBINX vs. VOO
Compare and contrast key facts about Vanguard Balanced Index Fund (VBINX) and Vanguard S&P 500 ETF (VOO).
VBINX is managed by Vanguard. It was launched on Nov 9, 1992. 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: VBINX or VOO.
Correlation
The correlation between VBINX 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
VBINX vs. VOO - Performance Comparison
Key characteristics
VBINX:
0.38
VOO:
0.57
VBINX:
0.61
VOO:
0.92
VBINX:
1.09
VOO:
1.13
VBINX:
0.32
VOO:
0.58
VBINX:
1.14
VOO:
2.42
VBINX:
4.24%
VOO:
4.51%
VBINX:
12.56%
VOO:
19.17%
VBINX:
-35.97%
VOO:
-33.99%
VBINX:
-9.93%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VBINX achieves a -4.40% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VBINX has underperformed VOO with an annualized return of 6.28%, while VOO has yielded a comparatively higher 12.02% annualized return.
VBINX
-4.40%
-4.18%
-6.32%
4.05%
6.57%
6.28%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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VBINX vs. VOO - Expense Ratio Comparison
VBINX has a 0.18% 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
VBINX vs. VOO — Risk-Adjusted Performance Rank
VBINX
VOO
VBINX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) 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
VBINX vs. VOO - Dividend Comparison
VBINX's dividend yield for the trailing twelve months is around 5.08%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBINX Vanguard Balanced Index Fund | 5.08% | 5.15% | 4.25% | 2.71% | 2.71% | 2.54% | 2.19% | 2.20% | 1.83% | 1.97% | 1.95% | 1.79% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VBINX vs. VOO - Drawdown Comparison
The maximum VBINX drawdown since its inception was -35.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VBINX and VOO. For additional features, visit the drawdowns tool.
Volatility
VBINX vs. VOO - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund (VBINX) is 8.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that VBINX 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.