Correlation
The correlation between REIIX and VOO is 0.58, 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.
REIIX vs. VOO
Compare and contrast key facts about West Loop Realty Fund (REIIX) and Vanguard S&P 500 ETF (VOO).
REIIX is managed by Liberty Street. It was launched on Dec 31, 2013. 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: REIIX or VOO.
Performance
REIIX vs. VOO - Performance Comparison
Loading data...
Key characteristics
Returns By Period
REIIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
REIIX vs. VOO - Expense Ratio Comparison
REIIX has a 1.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
REIIX vs. VOO — Risk-Adjusted Performance Rank
REIIX
VOO
REIIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) 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.
Loading data...
Dividends
REIIX vs. VOO - Dividend Comparison
REIIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REIIX West Loop Realty Fund | 102.72% | 1.99% | 1.78% | 1.61% | 0.89% | 1.57% | 1.42% | 3.29% | 2.98% | 4.64% | 3.71% | 2.13% |
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
REIIX vs. VOO - Drawdown Comparison
Loading data...
Volatility
REIIX vs. VOO - Volatility Comparison
Loading data...