FARCX vs. VOO
Compare and contrast key facts about Nuveen Real Estate Securities Fund (FARCX) and Vanguard S&P 500 ETF (VOO).
FARCX is managed by Nuveen. It was launched on Jun 30, 1995. 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.
Performance
FARCX vs. VOO - Performance Comparison
Loading graphics...
FARCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 2.69% | 2.56% | 6.04% | 11.55% | -24.57% | 41.57% | -6.14% | 25.63% | -5.57% | 5.67% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FARCX achieves a 2.69% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, FARCX has underperformed VOO with an annualized return of 4.78%, while VOO has yielded a comparatively higher 14.05% annualized return.
FARCX
- 1D
- 0.27%
- 1M
- -7.18%
- YTD
- 2.69%
- 6M
- 2.07%
- 1Y
- 3.76%
- 3Y*
- 6.66%
- 5Y*
- 4.44%
- 10Y*
- 4.78%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FARCX vs. VOO - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FARCX vs. VOO — Risk / Return Rank
FARCX
VOO
FARCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) 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.
| FARCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.98 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.50 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.53 | -1.18 |
Martin ratioReturn relative to average drawdown | 1.51 | 7.29 | -5.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FARCX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.98 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.70 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.78 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between FARCX and VOO is 0.61, 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.
Dividends
FARCX vs. VOO - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 4.91%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 4.91% | 5.77% | 9.34% | 3.30% | 20.25% | 15.12% | 2.89% | 11.46% | 6.19% | 13.43% | 10.99% | 8.24% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FARCX vs. VOO - Drawdown Comparison
The maximum FARCX drawdown since its inception was -70.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FARCX and VOO.
Loading graphics...
Drawdown Indicators
| FARCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.62% | -33.99% | -36.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -11.98% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -31.77% | -24.52% | -7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -33.99% | -7.06% |
Current DrawdownCurrent decline from peak | -7.58% | -6.29% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -3.72% | -6.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.52% | +0.41% |
Volatility
FARCX vs. VOO - Volatility Comparison
The current volatility for Nuveen Real Estate Securities Fund (FARCX) is 4.11%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FARCX 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.
Loading graphics...
Volatility by Period
| FARCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 5.29% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 9.44% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.15% | 18.10% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.36% | 16.82% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.16% | 17.99% | +2.17% |