BLRYX vs. VOO

Last updated Aug 1, 2026

BLRYX (Brookfield Global Listed Real Estate Fund) and VOO (Vanguard S&P 500 ETF) are both funds - BLRYX is a REIT fund managed by Brookfield, while VOO is a S&P 500 fund tracking the S&P 500 Index. Their 0.66 correlation means they have sometimes moved together and sometimes differently. BLRYX charges 0.95%/yr vs 0.03%/yr for VOO.

Performance

BLRYX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Global Listed Real Estate Fund (BLRYX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BLRYX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

VOO

• 1D: 0.71%
• 1M: 0.26%
• 6M: 8.58%
• YTD: 10.16%
• 1Y: 21.58%
• 3Y*: 19.42%
• 5Y*: 12.83%
• 10Y*: 15.14%
• ALL TIME*: 14.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VOO Vanguard S&P 500 ETF	$3.82B	$3.78B	$5.44B

BLRYX vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BLRYX Brookfield Global Listed Real Estate Fund	9.79%	10.99%	1.21%	7.11%	-22.02%	23.74%	-10.36%	20.46%	-8.13%	10.20%
VOO Vanguard S&P 500 ETF	10.16%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	31.37%	-4.50%	21.77%

Correlation

The correlation between BLRYX and VOO is 0.36, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.36
Correlation (3Y) Balances recent behavior with more history.	0.51
Correlation (5Y) Shows whether the relationship held over a longer period.	0.62
Correlation (10Y) Provides a long-term view across more market conditions.	0.61
Correlation (All Time) Calculated using the full available price history since Dec 1, 2011	0.66

Over the past year, the correlation between BLRYX and VOO has dropped to 0.36 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

Return for Risk

BLRYX vs. VOO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BLRYX

BLRYX Risk / Return Rank: 34
BLRYX Sharpe Ratio Rank: 36
BLRYX Sortino Ratio Rank: 35
BLRYX Omega Ratio Rank: 35
BLRYX Calmar Ratio Rank: 29
BLRYX Martin Ratio Rank: 33

VOO

VOO Risk / Return Rank: 68
VOO Sharpe Ratio Rank: 68
VOO Sortino Ratio Rank: 65
VOO Omega Ratio Rank: 66
VOO Calmar Ratio Rank: 64
VOO Martin Ratio Rank: 76

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BLRYX vs. VOO - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BLRYX	VOO	Difference
Sharpe ratio: Return per unit of total volatility	—	1.53	—
Sortino ratio: Return per unit of downside risk	—	2.13	—
Omega ratio: Gain probability vs. loss probability	—	1.28	—
Calmar ratio: Return relative to maximum drawdown	—	2.21	—
Martin ratio: Return relative to average drawdown	—	9.44	—

Drawdowns

Drawdown Indicators

	BLRYX	VOO	Difference
Max Drawdown Largest peak-to-trough decline	—	-33.99%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.69%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	—	-1.38%	—
Average Drawdown Average peak-to-trough decline	—	-3.67%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.08%	—

Volatility

Volatility by Period

	BLRYX	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.82%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.93%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.01%	—

BLRYX vs. VOO - Expense Ratio Comparison

BLRYX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

BLRYX vs. VOO - Dividend Comparison

BLRYX's dividend yield for the trailing twelve months is around 2.15%, more than VOO's 1.07% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLRYX Brookfield Global Listed Real Estate Fund	2.15%	2.55%	2.72%	1.86%	2.08%	2.25%	3.59%	4.91%	4.32%	3.92%	6.25%	4.08%
VOO Vanguard S&P 500 ETF	1.07%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both BLRYX and VOO in my portfolio?

BLRYX and VOO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.