EQR vs. VOO
Compare and contrast key facts about Equity Residential (EQR) and Vanguard S&P 500 ETF (VOO).
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: EQR or VOO.
Correlation
The correlation between EQR and VOO is 0.47, 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
EQR vs. VOO - Performance Comparison
Key characteristics
EQR:
0.57
VOO:
0.54
EQR:
0.93
VOO:
0.88
EQR:
1.12
VOO:
1.13
EQR:
0.49
VOO:
0.55
EQR:
2.12
VOO:
2.27
EQR:
6.03%
VOO:
4.55%
EQR:
22.49%
VOO:
19.19%
EQR:
-67.40%
VOO:
-33.99%
EQR:
-17.06%
VOO:
-9.90%
Returns By Period
In the year-to-date period, EQR achieves a -2.65% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, EQR has underperformed VOO with an annualized return of 4.05%, while VOO has yielded a comparatively higher 12.07% annualized return.
EQR
-2.65%
-3.31%
-6.44%
9.69%
5.32%
4.05%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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Risk-Adjusted Performance
EQR vs. VOO — Risk-Adjusted Performance Rank
EQR
VOO
EQR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) 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
EQR vs. VOO - Dividend Comparison
EQR's dividend yield for the trailing twelve months is around 3.97%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 3.97% | 2.82% | 4.34% | 4.24% | 2.67% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% |
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
EQR vs. VOO - Drawdown Comparison
The maximum EQR drawdown since its inception was -67.40%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EQR and VOO. For additional features, visit the drawdowns tool.
Volatility
EQR vs. VOO - Volatility Comparison
Equity Residential (EQR) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.67% and 13.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.