GLIFX vs. VOO
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and Vanguard S&P 500 ETF (VOO).
GLIFX is managed by Lazard. 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: GLIFX or VOO.
Correlation
The correlation between GLIFX and VOO is 0.63, 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
GLIFX vs. VOO - Performance Comparison
Key characteristics
GLIFX:
0.84
VOO:
1.89
GLIFX:
1.22
VOO:
2.54
GLIFX:
1.15
VOO:
1.35
GLIFX:
1.25
VOO:
2.83
GLIFX:
3.03
VOO:
11.83
GLIFX:
2.84%
VOO:
2.02%
GLIFX:
10.18%
VOO:
12.66%
GLIFX:
-29.65%
VOO:
-33.99%
GLIFX:
-1.62%
VOO:
-0.42%
Returns By Period
In the year-to-date period, GLIFX achieves a 2.82% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, GLIFX has underperformed VOO with an annualized return of 5.07%, while VOO has yielded a comparatively higher 13.26% annualized return.
GLIFX
2.82%
1.01%
3.14%
6.86%
3.04%
5.07%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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GLIFX vs. VOO - Expense Ratio Comparison
GLIFX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GLIFX vs. VOO — Risk-Adjusted Performance Rank
GLIFX
VOO
GLIFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) 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
GLIFX vs. VOO - Dividend Comparison
GLIFX's dividend yield for the trailing twelve months is around 3.24%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 3.24% | 3.33% | 2.95% | 5.87% | 4.34% | 2.59% | 4.44% | 5.30% | 1.82% | 2.42% | 8.73% | 7.55% |
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
GLIFX vs. VOO - Drawdown Comparison
The maximum GLIFX drawdown since its inception was -29.65%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GLIFX and VOO. For additional features, visit the drawdowns tool.
Volatility
GLIFX vs. VOO - Volatility Comparison
The current volatility for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) is 2.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that GLIFX 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.