IRFIX vs. VOO
Compare and contrast key facts about Cohen & Steers International Realty Fund (IRFIX) and Vanguard S&P 500 ETF (VOO).
IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005. 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: IRFIX or VOO.
Correlation
The correlation between IRFIX and VOO is 0.56, 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
IRFIX vs. VOO - Performance Comparison
Key characteristics
IRFIX:
-0.10
VOO:
1.89
IRFIX:
-0.04
VOO:
2.54
IRFIX:
1.00
VOO:
1.35
IRFIX:
-0.04
VOO:
2.83
IRFIX:
-0.15
VOO:
11.83
IRFIX:
9.09%
VOO:
2.02%
IRFIX:
13.84%
VOO:
12.66%
IRFIX:
-70.96%
VOO:
-33.99%
IRFIX:
-29.82%
VOO:
-0.42%
Returns By Period
The year-to-date returns for both investments are quite close, with IRFIX having a 4.07% return and VOO slightly higher at 4.17%. Over the past 10 years, IRFIX has underperformed VOO with an annualized return of 0.67%, while VOO has yielded a comparatively higher 13.26% annualized return.
IRFIX
4.07%
2.12%
-8.16%
-0.79%
-5.26%
0.67%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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IRFIX vs. VOO - Expense Ratio Comparison
IRFIX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IRFIX vs. VOO — Risk-Adjusted Performance Rank
IRFIX
VOO
IRFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers International Realty Fund (IRFIX) 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
IRFIX vs. VOO - Dividend Comparison
IRFIX's dividend yield for the trailing twelve months is around 3.11%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRFIX Cohen & Steers International Realty Fund | 3.11% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 8.88% | 4.19% | 3.37% | 6.46% | 3.36% | 3.66% |
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
IRFIX vs. VOO - Drawdown Comparison
The maximum IRFIX drawdown since its inception was -70.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IRFIX and VOO. For additional features, visit the drawdowns tool.
Volatility
IRFIX vs. VOO - Volatility Comparison
Cohen & Steers International Realty Fund (IRFIX) has a higher volatility of 3.31% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that IRFIX'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.