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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARCX or VOO.
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.
Performance
FARCX vs. VOO - Performance Comparison
Key characteristics
FARCX:
0.58
VOO:
0.74
FARCX:
0.89
VOO:
1.14
FARCX:
1.12
VOO:
1.17
FARCX:
0.26
VOO:
0.76
FARCX:
1.35
VOO:
2.98
FARCX:
7.91%
VOO:
4.75%
FARCX:
18.25%
VOO:
19.14%
FARCX:
-74.49%
VOO:
-33.99%
FARCX:
-33.85%
VOO:
-7.79%
Returns By Period
In the year-to-date period, FARCX achieves a 0.30% return, which is significantly higher than VOO's -3.53% return. Over the past 10 years, FARCX has underperformed VOO with an annualized return of -1.96%, while VOO has yielded a comparatively higher 12.33% annualized return.
FARCX
0.30%
6.21%
-8.08%
8.31%
1.11%
-1.96%
VOO
-3.53%
11.27%
-0.45%
11.69%
16.51%
12.33%
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FARCX vs. VOO - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FARCX vs. VOO — Risk-Adjusted Performance Rank
FARCX
VOO
FARCX vs. VOO - Risk-Adjusted Performance 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.
Dividends
FARCX vs. VOO - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 3.61%, more than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 3.61% | 3.67% | 3.10% | 3.25% | 1.88% | 2.06% | 2.50% | 2.72% | 2.90% | 3.44% | 2.95% | 2.64% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FARCX vs. VOO - Drawdown Comparison
The maximum FARCX drawdown since its inception was -74.49%, 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. For additional features, visit the drawdowns tool.
Volatility
FARCX vs. VOO - Volatility Comparison
The current volatility for Nuveen Real Estate Securities Fund (FARCX) is 9.86%, while Vanguard S&P 500 ETF (VOO) has a volatility of 12.94%. 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.