Correlation
The correlation between GLPIX and VUG is 0.51, 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.
GLPIX vs. VUG
Compare and contrast key facts about Goldman Sachs MLP Energy Infrastructure Fund (GLPIX) and Vanguard Growth ETF (VUG).
GLPIX is managed by Goldman Sachs. It was launched on Mar 27, 2013. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLPIX or VUG.
Performance
GLPIX vs. VUG - Performance Comparison
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Key characteristics
GLPIX:
0.88
VUG:
0.73
GLPIX:
1.15
VUG:
1.05
GLPIX:
1.16
VUG:
1.15
GLPIX:
1.06
VUG:
0.71
GLPIX:
3.65
VUG:
2.38
GLPIX:
4.05%
VUG:
6.79%
GLPIX:
18.10%
VUG:
25.30%
GLPIX:
-75.37%
VUG:
-50.68%
GLPIX:
-8.49%
VUG:
-3.26%
Returns By Period
In the year-to-date period, GLPIX achieves a 0.01% return, which is significantly lower than VUG's 0.79% return. Over the past 10 years, GLPIX has underperformed VUG with an annualized return of 4.16%, while VUG has yielded a comparatively higher 15.26% annualized return.
GLPIX
0.01%
0.11%
-5.49%
15.88%
15.71%
22.74%
4.16%
VUG
0.79%
9.21%
1.24%
18.30%
19.95%
17.15%
15.26%
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GLPIX vs. VUG - Expense Ratio Comparison
GLPIX has a 1.20% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
GLPIX vs. VUG — Risk-Adjusted Performance Rank
GLPIX
VUG
GLPIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs MLP Energy Infrastructure Fund (GLPIX) and Vanguard Growth ETF (VUG). 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.
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Dividends
GLPIX vs. VUG - Dividend Comparison
GLPIX's dividend yield for the trailing twelve months is around 5.03%, more than VUG's 0.47% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GLPIX Goldman Sachs MLP Energy Infrastructure Fund | 5.03% | 6.60% | 6.70% | 5.99% | 6.26% | 9.72% | 4.53% | 8.01% | 7.49% | 8.33% | 13.25% | 8.59% |
VUG Vanguard Growth ETF | 0.47% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
GLPIX vs. VUG - Drawdown Comparison
The maximum GLPIX drawdown since its inception was -75.37%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for GLPIX and VUG.
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Volatility
GLPIX vs. VUG - Volatility Comparison
The current volatility for Goldman Sachs MLP Energy Infrastructure Fund (GLPIX) is 4.96%, while Vanguard Growth ETF (VUG) has a volatility of 5.79%. This indicates that GLPIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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