GLU vs. VOO
Compare and contrast key facts about The Gabelli Global Utility & Income Trust (GLU) 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: GLU or VOO.
Correlation
The correlation between GLU and VOO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GLU vs. VOO - Performance Comparison
Key characteristics
GLU:
1.12
VOO:
0.54
GLU:
1.56
VOO:
0.88
GLU:
1.22
VOO:
1.13
GLU:
0.96
VOO:
0.55
GLU:
4.27
VOO:
2.27
GLU:
5.39%
VOO:
4.55%
GLU:
20.54%
VOO:
19.19%
GLU:
-50.52%
VOO:
-33.99%
GLU:
-4.54%
VOO:
-9.90%
Returns By Period
In the year-to-date period, GLU achieves a 9.68% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, GLU has underperformed VOO with an annualized return of 5.34%, while VOO has yielded a comparatively higher 12.24% annualized return.
GLU
9.68%
0.12%
2.69%
23.22%
9.33%
5.34%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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Risk-Adjusted Performance
GLU vs. VOO — Risk-Adjusted Performance Rank
GLU
VOO
GLU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Gabelli Global Utility & Income Trust (GLU) 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
GLU vs. VOO - Dividend Comparison
GLU's dividend yield for the trailing twelve months is around 7.49%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLU The Gabelli Global Utility & Income Trust | 7.49% | 8.00% | 9.10% | 8.52% | 5.70% | 6.51% | 6.36% | 7.45% | 5.63% | 7.14% | 7.22% | 6.17% |
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
GLU vs. VOO - Drawdown Comparison
The maximum GLU drawdown since its inception was -50.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GLU and VOO. For additional features, visit the drawdowns tool.
Volatility
GLU vs. VOO - Volatility Comparison
The current volatility for The Gabelli Global Utility & Income Trust (GLU) is 11.57%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that GLU 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.