BLRYX vs. VOO
Compare and contrast key facts about Brookfield Global Listed Real Estate Fund (BLRYX) and Vanguard S&P 500 ETF (VOO).
BLRYX is managed by Brookfield Investment Funds. It was launched on Nov 29, 2011. 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: BLRYX or VOO.
Correlation
The correlation between BLRYX and VOO is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BLRYX vs. VOO - Performance Comparison
Key characteristics
BLRYX:
0.71
VOO:
1.89
BLRYX:
1.04
VOO:
2.54
BLRYX:
1.13
VOO:
1.35
BLRYX:
0.38
VOO:
2.83
BLRYX:
2.00
VOO:
11.83
BLRYX:
4.83%
VOO:
2.02%
BLRYX:
13.57%
VOO:
12.66%
BLRYX:
-43.17%
VOO:
-33.99%
BLRYX:
-13.98%
VOO:
-0.42%
Returns By Period
In the year-to-date period, BLRYX achieves a 2.87% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, BLRYX has underperformed VOO with an annualized return of 1.48%, while VOO has yielded a comparatively higher 13.26% annualized return.
BLRYX
2.87%
1.42%
-1.17%
9.13%
-1.20%
1.48%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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BLRYX vs. VOO - Expense Ratio Comparison
BLRYX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BLRYX vs. VOO — Risk-Adjusted Performance Rank
BLRYX
VOO
BLRYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Global Listed Real Estate Fund (BLRYX) 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
BLRYX vs. VOO - Dividend Comparison
BLRYX's dividend yield for the trailing twelve months is around 2.64%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLRYX Brookfield Global Listed Real Estate Fund | 2.64% | 2.71% | 1.87% | 2.08% | 2.25% | 3.59% | 4.91% | 4.32% | 3.92% | 6.25% | 4.08% | 6.43% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BLRYX vs. VOO - Drawdown Comparison
The maximum BLRYX drawdown since its inception was -43.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BLRYX and VOO. For additional features, visit the drawdowns tool.
Volatility
BLRYX vs. VOO - Volatility Comparison
Brookfield Global Listed Real Estate Fund (BLRYX) has a higher volatility of 3.55% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that BLRYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.