IRT vs. VOO
Compare and contrast key facts about Independence Realty Trust, Inc. (IRT) 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: IRT or VOO.
Correlation
The correlation between IRT and VOO is 0.43, 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
IRT vs. VOO - Performance Comparison
Key characteristics
IRT:
1.12
VOO:
0.32
IRT:
1.55
VOO:
0.57
IRT:
1.21
VOO:
1.08
IRT:
0.65
VOO:
0.32
IRT:
4.32
VOO:
1.42
IRT:
6.07%
VOO:
4.19%
IRT:
23.34%
VOO:
18.73%
IRT:
-56.46%
VOO:
-33.99%
IRT:
-24.40%
VOO:
-13.85%
Returns By Period
In the year-to-date period, IRT achieves a -2.74% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, IRT has outperformed VOO with an annualized return of 13.60%, while VOO has yielded a comparatively lower 11.66% annualized return.
IRT
-2.74%
-7.85%
-2.48%
27.28%
20.20%
13.60%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IRT vs. VOO — Risk-Adjusted Performance Rank
IRT
VOO
IRT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Independence Realty Trust, Inc. (IRT) 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
IRT vs. VOO - Dividend Comparison
IRT's dividend yield for the trailing twelve months is around 3.34%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRT Independence Realty Trust, Inc. | 3.34% | 3.23% | 4.05% | 3.20% | 1.86% | 4.02% | 5.11% | 7.84% | 7.14% | 8.07% | 9.59% | 7.73% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IRT vs. VOO - Drawdown Comparison
The maximum IRT drawdown since its inception was -56.46%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IRT and VOO. For additional features, visit the drawdowns tool.
Volatility
IRT vs. VOO - Volatility Comparison
The current volatility for Independence Realty Trust, Inc. (IRT) is 12.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that IRT 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.