Correlation
The correlation between POSIX and VGSIX is 0.68, 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.
POSIX vs. VGSIX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Vanguard Real Estate Index Fund (VGSIX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. VGSIX is managed by Vanguard. It was launched on May 13, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSIX or VGSIX.
Performance
POSIX vs. VGSIX - Performance Comparison
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Key characteristics
POSIX:
0.76
VGSIX:
0.85
POSIX:
1.00
VGSIX:
1.11
POSIX:
1.13
VGSIX:
1.15
POSIX:
0.41
VGSIX:
0.55
POSIX:
1.50
VGSIX:
2.32
POSIX:
6.84%
VGSIX:
5.81%
POSIX:
15.51%
VGSIX:
18.21%
POSIX:
-68.45%
VGSIX:
-73.13%
POSIX:
-14.19%
VGSIX:
-12.82%
Returns By Period
In the year-to-date period, POSIX achieves a 4.93% return, which is significantly higher than VGSIX's 1.16% return. Over the past 10 years, POSIX has underperformed VGSIX with an annualized return of 3.37%, while VGSIX has yielded a comparatively higher 5.07% annualized return.
POSIX
4.93%
2.46%
-2.73%
11.65%
-0.21%
4.75%
3.37%
VGSIX
1.16%
1.47%
-7.65%
15.34%
0.09%
6.72%
5.07%
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POSIX vs. VGSIX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than VGSIX's 0.26% expense ratio.
Risk-Adjusted Performance
POSIX vs. VGSIX — Risk-Adjusted Performance Rank
POSIX
VGSIX
POSIX vs. VGSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and Vanguard Real Estate Index Fund (VGSIX). 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
POSIX vs. VGSIX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.45%, less than VGSIX's 3.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.45% | 2.57% | 2.63% | 1.12% | 2.40% | 1.14% | 6.33% | 3.81% | 4.17% | 3.71% | 4.48% | 3.18% |
VGSIX Vanguard Real Estate Index Fund | 3.92% | 3.70% | 3.82% | 3.75% | 2.44% | 3.78% | 3.24% | 4.58% | 4.09% | 4.67% | 3.78% | 3.47% |
Drawdowns
POSIX vs. VGSIX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, smaller than the maximum VGSIX drawdown of -73.13%. Use the drawdown chart below to compare losses from any high point for POSIX and VGSIX.
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Volatility
POSIX vs. VGSIX - Volatility Comparison
The current volatility for Principal Global Real Estate Securities Fund (POSIX) is 4.08%, while Vanguard Real Estate Index Fund (VGSIX) has a volatility of 4.81%. This indicates that POSIX experiences smaller price fluctuations and is considered to be less risky than VGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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