REG vs. VOO
Compare and contrast key facts about Regency Centers Corporation (REG) 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: REG or VOO.
Performance
REG vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, REG achieves a 14.30% return, which is significantly lower than VOO's 26.58% return. Over the past 10 years, REG has underperformed VOO with an annualized return of 5.83%, while VOO has yielded a comparatively higher 13.22% annualized return.
REG
14.30%
2.78%
27.76%
26.43%
7.25%
5.83%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| REG | VOO | |
|---|---|---|
| Sharpe Ratio | 1.48 | 2.69 |
| Sortino Ratio | 2.18 | 3.59 |
| Omega Ratio | 1.26 | 1.50 |
| Calmar Ratio | 1.35 | 3.88 |
| Martin Ratio | 3.65 | 17.58 |
| Ulcer Index | 7.23% | 1.86% |
| Daily Std Dev | 17.87% | 12.19% |
| Max Drawdown | -73.38% | -33.99% |
| Current Drawdown | -0.71% | -0.53% |
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Correlation
The correlation between REG and VOO is 0.51, 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.
Risk-Adjusted Performance
REG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Regency Centers Corporation (REG) 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
REG vs. VOO - Dividend Comparison
REG's dividend yield for the trailing twelve months is around 3.61%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REG Regency Centers Corporation | 3.61% | 3.91% | 4.04% | 3.20% | 5.22% | 3.71% | 3.78% | 3.04% | 2.90% | 2.85% | 2.95% | 4.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
REG vs. VOO - Drawdown Comparison
The maximum REG drawdown since its inception was -73.38%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for REG and VOO. For additional features, visit the drawdowns tool.
Volatility
REG vs. VOO - Volatility Comparison
The current volatility for Regency Centers Corporation (REG) is 3.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. This indicates that REG 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.