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.
Performance
GLU vs. VOO - Performance Comparison
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GLU vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLU The Gabelli Global Utility & Income Trust | 1.04% | 37.93% | 23.55% | 2.07% | -28.13% | 21.19% | 4.90% | 25.26% | -19.49% | 34.92% |
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, GLU achieves a 1.04% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, GLU has underperformed VOO with an annualized return of 7.97%, while VOO has yielded a comparatively higher 14.05% annualized return.
GLU
- 1D
- 0.82%
- 1M
- -9.91%
- YTD
- 1.04%
- 6M
- 9.32%
- 1Y
- 26.15%
- 3Y*
- 18.22%
- 5Y*
- 7.27%
- 10Y*
- 7.97%
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%
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Return for Risk
GLU vs. VOO — Risk / Return Rank
GLU
VOO
GLU vs. VOO - Risk-Adjusted Trends 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.
| GLU | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.98 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.50 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.53 | +0.45 |
Martin ratioReturn relative to average drawdown | 9.12 | 7.29 | +1.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GLU | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.98 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.83 | -0.51 |
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.
Dividends
GLU vs. VOO - Dividend Comparison
GLU's dividend yield for the trailing twelve months is around 6.42%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLU The Gabelli Global Utility & Income Trust | 6.42% | 6.23% | 8.00% | 9.10% | 8.52% | 5.70% | 6.51% | 6.36% | 7.45% | 5.63% | 7.14% | 7.22% |
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
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.
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Drawdown Indicators
| GLU | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.52% | -33.99% | -16.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -11.98% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -24.52% | -13.82% |
Max Drawdown (10Y)Largest decline over 10 years | -46.57% | -33.99% | -12.58% |
Current DrawdownCurrent decline from peak | -10.91% | -6.29% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -9.76% | -3.72% | -6.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.52% | +0.46% |
Volatility
GLU vs. VOO - Volatility Comparison
The Gabelli Global Utility & Income Trust (GLU) has a higher volatility of 8.10% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that GLU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLU | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 5.29% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 9.44% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.75% | 18.10% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 16.82% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.74% | 17.99% | +3.75% |