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.
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.
Performance
GLU vs. VOO - Performance Comparison
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Key characteristics
GLU:
1.30
VOO:
0.74
GLU:
1.67
VOO:
1.04
GLU:
1.24
VOO:
1.15
GLU:
1.03
VOO:
0.68
GLU:
4.85
VOO:
2.58
GLU:
5.09%
VOO:
4.93%
GLU:
20.35%
VOO:
19.54%
GLU:
-50.52%
VOO:
-33.99%
GLU:
-1.01%
VOO:
-3.55%
Returns By Period
In the year-to-date period, GLU achieves a 15.03% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, GLU has underperformed VOO with an annualized return of 5.86%, while VOO has yielded a comparatively higher 12.81% annualized return.
GLU
15.03%
2.01%
5.47%
25.50%
8.19%
9.10%
5.86%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
GLU vs. VOO - Dividend Comparison
GLU's dividend yield for the trailing twelve months is around 7.18%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLU The Gabelli Global Utility & Income Trust | 7.18% | 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 | 1.29% | 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.
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Volatility
GLU vs. VOO - Volatility Comparison
The current volatility for The Gabelli Global Utility & Income Trust (GLU) is 3.62%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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